Hedge Fund Database

MCDONOUGH CAPITAL MANAGEMENT, INC.

Adviser information for MCDONOUGH CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 457 $147.8M
Non-Discretionary 0 $0
Total 457 $147.8M

Clients

Type Number RAUM
Individuals 100 $14.3M
HNW Individuals 136 $121.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 5 $11.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsEducational seminars/workshops
Compensation % of AUM
Other Business Activities Registered representative of a broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number 801-121364
SEC ERA File Number 801-121364
SEC CIK Numbers 1912128
SEC CRD Numbers 143767
Legal Entity Identifier None

Principal Office

6000 TURKEY LAKE ROAD
SUITE 212
ORLANDO
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 407-248-9647, Fax: 407-248-9755

Websites

www.youtube.com/channel/ucvscjc2yk7mnjm6drrd8c-a mcdonoughcapital.com advisor.sofi.com/mcdonoughcapital/ www.facebook.com/mcdonoughcap twitter.com/mcdonoughcap www.linkedin.com/company/mcdonough-capital-management/

Chief Compliance Officer

EDWARD A MCDONOUGH
MBA, CFP, PRESIDENT, PRINCIPAL
6000 TURKEY LAKE ROAD
SUITE 212
ORLANDO
FL
United States
Tel: 407-248-9647
Fax: 407-248-9755
(Full email address available in API data)

Regulatory Contact

THANH-CAM NGUYEN
INVESTMENT ADVISOR, SENIOR OPERATING OFFICER
6000 TURKEY LAKE ROAD
SUITE 212
ORLANDO
FL
United States
Tel: 407-248-9647
Fax: 407-248-9755
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MCDONOUGH, EDWARD, ALOYSIUS Individual – PRESIDENT/CHIEF COMPLIANCE OFFICER 04/1999 > 75%

No. Employees, Historic

1050202120222023202420255 on 4/30/20215 on 11/23/20215 on 3/31/20224 on 10/26/20224 on 4/3/20234 on 7/31/20234 on 3/29/2024

RAUM, Historic

200M100M020212022202320242025111515785 on 4/30/2021111515785 on 11/23/2021140728293 on 3/31/2022140728293 on 10/26/2022110940874 on 4/3/2023135487888 on 7/31/2023147789100 on 3/29/2024

No. Clients, Historic

300150020212022202320242025205 on 4/30/2021205 on 11/23/2021224 on 3/31/2022224 on 10/26/2022238 on 4/3/2023250 on 7/31/2023241 on 3/29/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADOBE SYSTEMS INCORPORATED COM 3M 5K –
ALPHABET INC CAP STK CL C 14M 77K –
AMAZON COM INC COM 23M 119K –
AMERICAN ELEC PWR CO INC COM 313K 4K –
AMERICAN WTR WKS CO INC NEW COM 1M 8K –
APPLE INC COM 15M 74K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 7M 17K –
COSTCO WHSL CORP NEW COM 3M 4K –
DISNEY WALT CO COM 529K 5K –
DOMINOS PIZZA INC COM 448K 868 –
DUKE ENERGY CORP NEW COM NEW 446K 4K –
ELI LILLY & CO COM COM 553K 611 –
EXTRA SPACE STORAGE INC COM 1M 8K –
HOME DEPOT INC COM 5M 14K –
INVESCO QQQ TR UNIT SER 1 830K 2K –
ISHARES TR CORE S&P 500 ETF 255K 466 –
ISHARES TR CORE S&P TOTAL US ETF 334K 3K –
ISHARES TR S&P 500 GRWT ETF 1M 14K –
ISHARES TR S&P MC 400GR ETF 366K 4K –
JOHNSON & JOHNSON COM 271K 2K –
JPMORGAN CHASE & CO COM 593K 3K –
LOCKHEED MARTIN CORP COM 3M 7K –
LUFAX HOLDING LTD ADS REP SHS CL A 35K 15K –
MASTERCARD INCORPORATED CL A 5M 12K –
MCDONALDS CORP COM 236K 926 –
META PLATFORMS INC CL A 2M 4K –
MICROSOFT CORP COM 12M 26K –
NETFLIX INC COM 863K 1K –
NEXTERA ENERGY INC COM 2M 23K –
NORTHROP GRUMMAN CORP COM 1M 3K –
NVIDIA CORPORATION COM 8M 66K –
PFIZER INC COM 267K 10K –
PROLOGIS INC COM 362K 3K –
RTX CORPORATION COM 516K 5K –
SPDR S&P 500 ETF TR TR UNIT 897K 2K –
SPDR SER TR PRTFLO S&P500 GW 416K 5K –
SPDR S&P DIVIDEND ETF TR TR UNIT 254K 2K –
TESLA INC COM 4M 18K –
VANGUARD SCOTTSDALE FDS SHRT TERM TREAS 3M 47K –
VANGUARD SCOTTSDALE FDS SHORT TRM CORP BD 3M 43K –
VANGUARD INDEX FDS LARGE CAP EFT 631K 3K –
VISA INC COM CL A 6M 24K –
WASTE MGMT INC DEL COM 5M 24K –
WEC ENERGY GROUP INC COM 353K 5K –