This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Equity Trust · Mainstar Trust · Millennium Trust · RBC
- Clients
- Retail and Institutional
- Platforms
- Unison legacyMatrix radial
- Established Date
- 04-01-2005
- Office Locations
- 5
Office Locations
About Mcdonald Partners LLC
McDonald Partners is a family- and employee-owned investment boutique based in Cleveland, serving individuals and families—from young families to retirees—and business owners with a holistic financial planning process and customized portfolio construction and asset management. The firm uses ETFs and public funds alongside fixed income and alternative strategies as appropriate, and supports both retail and institutional relationships, with RBC among its custodial partners.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS MARION MCDONALD
Owner, Partner
- CRD
- #326904
- Ownership
- 25% but less than 50%
ARNOLD BEATTY MCDONALD
Chief Executive Officer, Chief Financial Officer, Muni Principal, Owner, President
- CRD
- #5126644
- Ownership
- 10% but less than 25%
Momentum element
Quantum quantum beacon
- CRD
- #61819
- Ownership
- 27.7%
Showing 2 of 8 owners & executives
Unlock allContacts
MARYANNE RITA BATTISTONE
Client Service Associate
- CRD
- #2171547
CASEY GENE BUNKER
Associate
- CRD
- #4856728
Alpha eagle
Vertex frontier bridge
- CRD
- #87222
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $797,491,042 | $872,528 |
| Non-Discretionary | $481,782,471 | $566,137 |
| Total | $1,279,273,513 | $724,801 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,259,439,741
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $568,012,922 | 22.8% |
| Equity - Exchange | $545,591,360 | 21.9% |
| Cash | $533,134,936 | 21.4% |
| Corporate - Investment Grade | $276,532,607 | 11.1% |
| U.S. Government/Agency | $568,012,922 | 22.8% |
| Total | $2,491,284,747 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM VECTOR | FUSION FRONTIER | RS4G1U7SP | MDTUX | 3.91% | $115,109,600 |
| QUANTUM OPTIMA | PRIME PIONEER | DCO9ZZASP | IQT | 4.02% | $60,533,623 |
| MOMENTUM PRIME CAPITAL | VALUE MATRIX | IP5SD8184 | MHZ | 8.04% | $80,366,297 |
| PATHWAY OPTIMA VALUE | PEAK FOCUS | Q7JIH9ULY | CLKOT | 2.60% | $48,520,351 |
| LEGACY PATHWAY VERTEX | VERTEX VITAL | GA0IAKCOB | OFZ | 5.83% | $50,269,176 |
| RIDGE EMBER INSIGHT | RADIAL GLACIER | S9JXGNDJZ | MPNSA | 7.50% | $34,554,767 |
| MOMENTUM FOUNDATION | GLACIER ATLAS | UVGL757R0 | KVE | 2.12% | $38,270,159 |
| MATRIX BEACON | SUMMIT ATLAS | ZRD7XX0KA | SJU | 10.52% | $115,424,940 |