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- Custodian
- Capital Bank · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-22-2018
- Office Locations
- 1
Office Locations
About MFG Capital, Inc.
MFG Capital, Inc. delivers personalized, comprehensive financial planning across investments, retirement income, debt/financing, insurance (including Medicare and long-term care), tax strategies (Roth conversions/mitigation), estate/legacy planning, and real estate decisions. Investment implementation is ETF-centric (with additional public funds). The firm differentiates with its “Six Pillar Process” and strong client education—workshops/podcasts, a learning center, and an on-demand educational library.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID WILLIAM MCDONALD
Chief Compliance Officer, Founder, President
- CRD
- #3133864
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,730,934 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,730,934 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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