Mcdonald Capital Investors Inc (Orinda)

Mcdonald Capital Investors Inc is a large advisory firm based in Orinda. It manages $1.27 billion of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Delaware, and 3 other states.

Mcdonald Capital Investors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcdonald Capital Investors: assets under management

The assets under management (AUM) of Mcdonald Capital Investors Inc is $1.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 194% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.27 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.78 million each.

Mcdonald Capital Investors has custody of $35.86 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 83% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 14% of the firm’s portfolio. Investments in government bonds form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcdonald Capital Investors Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Andrew J. Mcdonald serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Andrew J. Mcdonald is high net worth individuals with 56 clients and $574.19 million of assets under management. Among the 10 most similar advisory firms, Mcdonald Capital Investors has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.27 billion for 92 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Mcdonald Capital Investors also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $200,000 for each fund.

Careers at Mcdonald Capital Investors Inc

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Andrew J. Mcdonald has been acting as President since 1 Jul 1982. Linda M. Udall joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew J. Mcdonald	President	1 Jul 1982	25% - 50%	4344766
Trent H. Mcdonald	Vice president	1 Jan 1986	25% - 50%	1528205
Trent Mcdonald	Vice president	1 Jan 1986	25% - 50%	1528205
Thomas Fahr Steyer	Shareholder	1 Jan 1994	Other	1233313
Linda M. Udall	Chief operations officer	1 Jan 1995	Other	4344768
Linda M. Udall	Chief compliance officer	1 Oct 2004	Other	4344768

Based in Orinda

The principal office where Mcdonald Capital Investors Inc performs its advisory services is located at 4 Orinda Way, Orinda, CA 94563, 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 925-258-5401 or by fax 925-258-1324. The normal business hours are 8 am to 5 pm on Monday - Friday.