MCDONALD CAPITAL INVESTORS INC

Adviser information for MCDONALD CAPITAL INVESTORS INC last updated from Form ADV on March 28th, 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 California, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 90 $1.6B
Non-Discretionary 0 $0
Total 90 $1.6B

Clients

Type Number RAUM
Individuals 5 $3.6M
HNW Individuals 73 $914.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 2 $359.7M
Pension and profit sharing plans 2 $129.1M
Charitable organizations 8 $210.9M
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-17866
SEC ERA File Number 801-17866
SEC CIK Numbers 1033225
SEC CRD Numbers 105562
Legal Entity Identifier 254900SPTGEHVAXV4174

Principal Office

4 ORINDA WAY
SUITE 120-D
ORINDA
CA
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 925-258-5401, Fax: 925-258-1324

Chief Compliance Officer

LINDA UDALL
4 ORINDA WAY
SUITE 120-D
ORINDA
CA
United States
Tel: 925-258-5401
Fax: 925-258-1324
(Full email address available in API data)

Regulatory Contact

ANDREW MCDONALD
PRINCIPAL
4 ORINDA WAY
SUITE 120-D
ORINDA
CA
United States
Tel: 925-258-5401
Fax: 925-258-1324
(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
MCDONALD, ANDREW, J. Individual PRESIDENT 07/1982 25-50%
MCDONALD, TRENT, H. Individual VICE PRESIDENT 01/1986 25-50%
UDALL, LINDA, M. Individual CHIEF COMPLIANCE OFFICER 10/2004 < 5%
STEYER, THOMAS, FAHR Individual SHAREHOLDER 01/1994 10-25%

No. Employees, Historic

105020192020202120222023202420256 on 5/28/20195 on 3/30/20205 on 6/26/20205 on 3/30/20215 on 3/30/20225 on 3/30/20235 on 3/28/2024

RAUM, Historic

2B1B020192020202120222023202420251267371264 on 5/28/20191350817531 on 3/30/20201350817531 on 6/26/20201404547129 on 3/30/20211607680871 on 3/30/20221401878428 on 3/30/20231617535770 on 3/28/2024

No. Clients, Historic

100500201920202021202220232024202592 on 5/28/201993 on 3/30/202093 on 6/26/202090 on 3/30/202190 on 3/30/202291 on 3/30/202390 on 3/28/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 51M 282K
ALPHABET INC CAP STK CL C 459K 3K
AMAZON COM INC COM 114M 589K
BERKSHIRE HATHAWAY INC DEL CL B NEW 145M 356K
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 15M 407K
BROOKFIELD CORP CL A LTD VT SH 87M 2M
COMCAST CORP NEW CL A 43M 1M
ECOLAB INC COM 81M 340K
ELEVANCE HEALTH INC COM 71M 131K
EVERBRIDGE INC COM 297K 9K
EXPEDITORS INTL WASH INC COM 2M 15K
FASTENAL CO COM 67M 1M
JPMORGAN CHASE & CO. COM 50M 247K
MARTIN MARIETTA MATLS INC COM 56M 103K
NETFLIX INC COM 148M 219K
NIKE INC CL B 67M 888K
PAYCHEX INC COM 112M 941K
PROGRESSIVE CORP COM 246M 1M
REGENERON PHARMACEUTICALS COM 146M 139K
UNION PAC CORP COM 42M 187K
US BANCORP DEL COM NEW 383K 10K
WELLS FARGO CO NEW COM 57M 961K