McDonald Capital Management

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Client assets under management

$276,487,171

Clients

161

48% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,717,312

About

The firm provides discretionary portfolio management, financial planning, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. In addition to separately managed accounts, the firm sponsors and advises private pooled funds and offers administrative services and client-directed ESG screening for institutional mandates.

The firm’s investment approach blends a global tactical asset allocation model with quantitative equity sleeves—including value and return-on-capital screens—implemented through both long-term holdings and shorter-term trading techniques such as options, short sales, and margin when appropriate. It also provides targeted consulting and financial planning, with reporting and account review processes that clients can tailor in depth and frequency.

Noteworthy features include the firm’s role as general partner and private-fund adviser to pooled vehicles and the use of performance-based fee arrangements for accredited investors in those funds, with fee and performance calculations handled by fund administrators. The firm is deemed to have custody in some circumstances (including its fund roles) and subjects the funds to an annual surprise custody examination by a PCAOB firm; it also works through a limited set of custodial relationships and uses occasional “trade away” execution for fixed income.

Client services

Financial planning Portfolio management Consulting

Expertise

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Cash flow / budgeting

Occupation focus

Executive

Fee options

Fixed

Financial planning services starting at $1,000 per year, billed bi-annually

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

$250 per hour for consulting services

Performance-based

10% performance fee for MCM CCP/Baypine, LP after return of initial capital; 20% performance fee for Islay Multifactor Fund I, LP after 5% hurdle

Other

Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500 for separately managed accounts

Main office location

McDonald Capital Management

8001 Quaker Avenue, Suite J

Lubbock TX 79424, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website 806-744-8617

Advisors at this firm

Jeffrey M

Series 65

Lubbock, TX

McDonald Capital Management

Jeffrey Mercer is a financial advisor at McDonald Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Islay Capital Management, LLC since 2005. McDonald Capital Management is an SEC-registered investment adviser managing approximately $306 million with two advisors. The firm serves individuals, pensions, trusts, charitable organizations, and pooled investment vehicles, employing a blend of quantitative model-driven strategies with fundamental and technical analysis to provide discretionary portfolio management, financial planning, and consulting services.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Cash flow / budgeting Executive

Tyler S

Series 65

Lubbock, TX

McDonald Capital Management

Tyler Sturdivant is a financial advisor at McDonald Capital Management in Lubbock, TX, holding a Series 65 designation with eight years of industry experience. He has worked at McDonald Capital Management since 2016 and previously spent a year at Parkhill, Smith and Cooper. Prior to his financial advisory career, he worked full-time in education for ten years. McDonald Capital Management is an SEC-registered investment adviser managing approximately $306 million for individuals, pensions, trusts, charitable organizations, and pooled investment vehicles. The firm employs quantitative, fundamental, and technical strategies, offering discretionary portfolio management and financial planning, and sponsors private pooled funds alongside separately managed accounts.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Cash flow / budgeting Executive

Eric M

CFA®

Lubbock, TX

McDonald Capital Management

Eric McDonald is a CFA® charterholder with 20 years of industry experience. He is based in Lubbock, TX, and has worked at Islay Capital Management, LLC since 2005. McDonald is a principal of McDonald Capital Management, a firm with two advisors managing approximately $306 million. McDonald Capital Management serves individuals, pensions, trusts, charitable organizations, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and consulting services. The firm combines quantitative model-driven strategies with fundamental and technical analysis, manages both pooled funds and separately managed accounts, and employs performance-based fees for accredited investors in its private funds.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Cash flow / budgeting Executive

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