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Macdougall Financial Counseling

Macdougall Financial Counseling. CRD 104644

Macdougall Financial Counseling logo

CRD: 104644

Macdougall Financial Counseling

Delmont, PA, 15626
7244681300
macdougallfinancial.com
$424.8M Total AUM
$424.8M Disc. AUM
8.6% 3Y CAGR
3 Employees
248 ADV. Clients
37 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
--
Established Date
03-09-1989
Office Locations
1

Office Locations

2364 Route 66 Delmont PA

About Macdougall Financial Counseling

MacDougall Financial Counseling is a Delmont, PA advisory firm providing comprehensive financial planning and investment advice, with work spanning retirement planning, tax and estate planning, wills & trusts, foundations, and insurance/annuity solutions. Client focus includes retirees. Portfolios lean heavily on ETFs alongside fixed income. Operates across retail and institutional channels and uses the Advyzon platform.

Team overview

55 AVG AGE
$212.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
12.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
37yrs Firm Age

Insights

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Asset Classes

Atlas delta Ember Summit

Client Personas

Quantum optima

Custodian

Quantum ridge Catalyst glacier Matrix quantum Alpha catalyst Catalyst catalyst Prime eagle

Investment Themes

Zenith wave

Investment Vehicles

Focus

Platform

Vertex

Services

Foundation element Foundation north Atlas North pioneer Catalyst foundation Fusion

Owner & Executives

E

Elizabeth Laughlin MacDougall

Chief Compliance Officer, President, Vice President, WEALTH ADVISOR

CRD
#7171498
Ownership
50% but less than 75%
(536) 881-6204
prime.summit@embercapital.com
in linkedin.com/in/eagle-pioneer
ALLAN MACDOUGALL III

ALLAN MACDOUGALL III

Chief Compliance Officer, President, WEALTH ADVISOR

CRD
#5259130
Ownership
25% but less than 50%
(207) 405-7502
pioneer.frontier@oakcapital.com
in linkedin.com/in/pioneer-vertex

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Contacts

K

KURTIS JAMES SAVAGE MR.

Research Analyst

CRD
#6242105
(836) 701-5028
optima.catalyst@atlascapital.com
in linkedin.com/in/radial-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-04-2022
03-21-2023
03-13-2024
03-13-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $424,811,192 $997,209
Non-Discretionary $0 --
Total $424,811,192 $997,209

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Separately Managed Accounts

Total SMA Asset: $424,811,192

$424.8M Total SMA
Equity - Exchange:
9.2%
Cash:
13.0%
Corporate - Investment Grade:
22.3%
Municipal Bonds:
12.3%
U.S. Government/Agency:
20.7%
Corporate - Non-Investment Grade:
22.5%
Asset class Assets Assets %
Equity - Exchange $443,202,793 9.2%
Cash $626,264,816 13.0%
Corporate - Investment Grade $1,074,285,031 22.3%
Municipal Bonds $592,542,865 12.3%
U.S. Government/Agency $997,206,284 20.7%
Corporate - Non-Investment Grade $1,083,919,875 22.5%
Total $4,817,421,664 100.0%

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