Mcdonald Capital Investors Inc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 90
- Avg AUM / client
- $20.6M
- Accounts
- 90
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $3.5M | 0.19% |
| High net worth individuals | 73 | $1.1B | 60.8% |
| Pooled investment vehicles (non-investment companies) | 2 | $328M | 17.7% |
| Pension and profit sharing plans | 2 | $172M | 9.25% |
| Charitable organizations | 7 | $224M | 12.1% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcdonald, Andrew, J. | President | Jul 1982 (44y) | 25% – 50% | |
| Mcdonald, Trent, H. | Vice President | Jan 1986 (41y) | 25% – 50% | |
| Steyer, Thomas, Fahr | Shareholder | Jan 1994 (33y) | 10% – 25% | |
| Udall, Linda, M. | Chief Compliance Officer | Oct 2004 (22y) | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- RBC $778M (42% of AUM) Mar 2026
- Charles Schwab & Co. $189M (10% of AUM) Mar 2026
- Northern Trust $160M (9% of AUM) Mar 2026
- State Street $151M (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗