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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-07-2002
- Office Locations
- 1
Office Locations
About Mcdonald Capital Management
McDonald Capital Management (MCM) is an SEC-registered RIA serving families, trusts and estates, foundations/nonprofits, retirement plans, and corporate cash and fixed-income accounts. Portfolios are built around an investment policy statement, supported by internal research and periodic reviews of objectives and constraints. Investment exposure includes individual equities, ETFs and bonds, with custody that includes Charles Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC CRAIG MCDONALD
Chief Compliance Officer, Chief Investment Officer, Investment Advisor, Managing Member
- CRD
- #2035500
- Ownership
- Less than 5%
JEFFREY MICHAEL MERCER
Director
- CRD
- #4935524
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $357,658,014 | $889,697 |
| Non-Discretionary | $0 | -- |
| Total | $357,658,014 | $889,697 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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