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Mcdonough Capital Management, Inc. (Orlando)


Mcdonough Capital Management, Inc. is an adviser based in Orlando. It manages $38.94 million of regulatory assets for 298 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.

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Mcdonough Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcdonough Capital Management: assets under management

The assets under management (AUM) of Mcdonough Capital Management, Inc. is $38.94 million. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.76 million in discretionary accounts and $26.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $159.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $120.09 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcdonough Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orlando

The principal office where Mcdonough Capital Management, Inc. performs its advisory services is located at 6000 Turkey Lake Road, Orlando, FL 32819, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-248-9647 or by fax 407-248-9755. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.mcdonoughcapital.com.


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