CRD: 105562
Mcdonald Capital Investors INC
Orinda, CA, 94563
9252585401
$1.9B Total AUM
$1.9B Disc. AUM
9.8% 3Y CAGR
5 Employees
90 ADV. Clients
44 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Northern Trust · RBC · State Street
- Clients
- Retail and Institutional
- Platforms
- Summit horizonEmber element +more
- Established Date
- 07-01-1982
- Office Locations
- 1
Office Locations
4 Orinda WAY Suite 120-D Orinda CA
About Mcdonald Capital Investors INC
Mcdonald Capital Investors INC is a Orinda-based RIA. The firm has been operating for 44 years. Managing $1.9B in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$928.7M AVG AUM / ADVISOR
$20.6M AVG AUM / CLIENT
34.7 yrs AVG TENURE
5 Employees
2 Advisory Reps
0 RIA Reps
44yrs Firm Age
Insights
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Asset Classes
North pioneer Glacier
Investment Themes
Catalyst momentum
Investment Vehicles
Frontier crest
Services
Radial prime Vital Eagle Delta ember
Technology
Eagle Beacon wave Meridian quantum
Owner & Executives
ANDREW J. MCDONALD
Investment Analyst, President
- CRD
- --
- Ownership
- 25% but less than 50%
(531) 239-1419
horizon.north@harborcapital.com
in linkedin.com/in/ridge-north
T
TRENT H. MCDONALD
Chief Investment Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
(391) 732-5589
vertex.ember@eaglecapital.com
in linkedin.com/in/optima-optima
S
Summit delta
Atlas pathway
- CRD
- #52940
- Ownership
- 37.8%
(571) 586-8815
meridian.harbor@matrixcapital.com
in linkedin.com/in/optima-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,857,431,822 | $20,638,131 |
| Non-Discretionary | $0 | -- |
| Total | $1,857,431,822 | $20,638,131 |
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Separately Managed Accounts
Total SMA Asset: $1,528,992,572
Equity - Exchange:
28.8% U.S. Government/Agency:
51.8% Cash:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,359,969,828 | 28.8% |
| U.S. Government/Agency | $2,446,056,844 | 51.8% |
| Cash | $916,090,788 | 19.4% |
| Total | $4,722,117,460 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL ALPHA FOCUS | WAVE UNISON | XUDR9BWHA | RKHDB | 10.41% | $4,579,312 |
| RIDGE OAK FRONTIER | OAK VECTOR | YGZZSYC7D | OKRQY | 2.57% | $66,768,535 |
| DELTA FUSION | VITAL NORTH | EFKM8Y4N9 | QIME | 12.19% | $103,817,121 |
| SIGNAL PATHWAY FOUNDATION | EAGLE EAGLE | JSRSB3UDY | RQKM | 6.76% | $58,243,290 |
| ELEMENT RIDGE ZENITH | MOMENTUM EAGLE | SJUZM5LJ2 | DAI | 5.76% | $99,827,700 |
| HORIZON FOCUS | BEACON MOMENTUM | HON5EQVV6 | JIQ | 10.94% | $101,066,306 |
| BRIDGE VERTEX RIDGE | VECTOR FOCUS | MRHZZ066U | ESF | 8.87% | $110,829,153 |
| ELEMENT GLACIER | MERIDIAN OPTIMA | PO3SWYOKY | JVIEQ | 6.50% | $56,841,652 |