This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-14-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and June 17, 2026, reported AUM increased 25.5%, from $205.8M to $258.2M.
Across 5 reported observations, AUM increased 83.5% between October 26, 2022 and June 17, 2026, from $140.7M to $258.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 293 clients, or 97.7 clients per representative. That equates to $881.4K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Mcdonough Capital Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Mcdonough Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EDWARD ALOYSIUS MCDONOUGH
Chief Investment Officer, President
- CRD
- #1701165
- Ownership
- 75% or more
THANH-CAM THI NGUYEN
Chief Compliance Officer, Portfolio Manager
- CRD
- #5154096
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Shannon Ashley McDonough
Investment Advisor
- CRD
- #7253241
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,240,524 | $436,217 |
| Non-Discretionary | $0 | -- |
| Total | $258,240,524 | $436,217 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Mcdonough Capital Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mcdonough Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.