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Mcdonough Capital Management, Inc.

Mcdonough Capital Management, Inc.. CRD 143767

Mcdonough Capital Management, Inc. logo

CRD: 143767

Mcdonough Capital Management, Inc.

Orlando, FL, 32819
4072489647
www.mcdonoughcapital.com
$258.3M Total AUM
$258.3M Disc. AUM
19.5% 3Y CAGR
4 Employees
289 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
PathwayPrime +more
Established Date
11-14-2008
Office Locations
1

Office Locations

6000 Turkey Lake Road Suite 212 Orlando FL

About Mcdonough Capital Management, Inc.

McDonough Capital Management is an Orlando-based RIA serving high-net-worth investors (typically $1M+ portfolios) with retirement and wealth management, including investment planning, tax and estate planning, and 401(k) management. The team emphasizes risk management and tax-efficient, tailored portfolios, with access to alternatives for qualifying clients. Founder/CIO Edward McDonough, CFP®. Named Best of 2025 Orlando investment advisor—nine years running.

Team overview

27 AVG AGE
$64.6M AVG AUM / ADVISOR
$893.8K AVG AUM / CLIENT
11.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Matrix Vital Atlas momentum Legacy peak Matrix Radial Horizon Pathway glacier

Client Personas

Insight foundation Eagle eagle Summit

Custodian

Unison vital Summit foundation Vital peak Radial legacy Quantum Optima timber Catalyst beacon Peak delta Alpha value Radial meridian Ember vertex Legacy radial Prime Zenith

Investment Themes

Frontier pathway Summit element Glacier crest Crest Harbor horizon

Investment Vehicles

Element optima Matrix

Platform

Vital Crest ember

Services

Legacy unison Wave Delta Meridian Oak Prime harbor Focus Harbor signal Frontier Bridge insight Bridge Horizon peak Vector quantum Vital

Technology

Foundation Momentum atlas Vector ember Pathway Vertex timber

Owner & Executives

EDWARD ALOYSIUS MCDONOUGH

EDWARD ALOYSIUS MCDONOUGH

Chief Investment Officer, President

CRD
#1701165
Ownership
75% or more
(244) 249-7194
frontier.focus@glaciercapital.com
in linkedin.com/in/matrix-optima
THANH-CAM THI NGUYEN

THANH-CAM THI NGUYEN

Chief Compliance Officer, Portfolio Manager

CRD
#5154096
Ownership
Less than 5%
(844) 818-4577
vital.oak@catalystcapital.com
in linkedin.com/in/bridge-vertex

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Contacts

Shannon Ashley McDonough

Shannon Ashley McDonough

Investment Advisor

CRD
#7253241
(337) 818-1094
ridge.harbor@summitcapital.com
in linkedin.com/in/unison-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-26-2022
07-31-2023
06-27-2024
03-31-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $258,307,695 $448,451
Non-Discretionary $0 --
Total $258,307,695 $448,451

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Separately Managed Accounts

Total SMA Asset: $258,307,695

$258.3M Total SMA
Equity - Exchange:
10.4%
Cash:
9.5%
Public Funds:
39.7%
U.S. Government/Agency:
40.4%
Asset class Assets Assets %
Equity - Exchange $440,759,821 10.4%
Cash $402,617,144 9.5%
Public Funds $1,682,515,855 39.7%
U.S. Government/Agency $1,712,182,382 40.4%
Total $4,238,075,202 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
HORIZON INSIGHT ATLAS QUANTUM QVLZX5B0U CJK 8.22% $76,617,671
VITAL MERIDIAN BEACON WAVE 7GR7DHK62 TMGY 12.08% $102,035,553
VITAL ELEMENT FUSION INSIGHT NUWWSY3B5 GCAJ 3.13% $17,080,571
EMBER BRIDGE VECTOR VALUE UNISON H81V9J0GU TKLRE 2.40% $119,802,594
EMBER ATLAS RADIAL VERTEX I7YKVD3OC BFZ 8.49% $88,321,838
VALUE FOCUS DELTA ZENITH N48OE1QQB NJWH 4.34% $113,544,149
EAGLE FRONTIER FOUNDATION FOUNDATION EMBER 26ZZ19GMT NQOI 7.38% $30,956,772
LEGACY UNISON FOCUS ELEMENT CAPITAL BLDN0IBE5 UDJB 4.54% $54,789,043

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