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They include 84 individual clients, 77 high-net-worth individuals, and 11 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Islay Capital Management offer?","answer":"Islay Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Islay Capital Management charge?","answer":"Islay Capital Management charges 0.50%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears, is negotiable, has a $2,500 annual minimum and requires an account of at least $250,000.","source":"MCDONALD CAPITAL MANAGEMENT ADV PART 2, filed 17 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Islay Capital Management use?","answer":"Islay Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $307M and National Financial Services LLC (Boston, MA), with $42.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Islay Capital Management have?","answer":"Islay Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Islay Capital Management invest in?","answer":"At the end of its last fiscal year, Islay Capital Management’s separately managed accounts held 47% exchange-traded equities, 17% cash and equivalents, 10% U.S. government and agency bonds, 10% registered funds (mutual funds, ETFs, BDCs), 7% investment grade corporate bonds, 6% state and local bonds and 3% high-yield corporate bonds. It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Islay Capital Management have a minimum investment?","answer":"Yes, Islay Capital Management’s minimum account size for its Portfolio Management Services is $250K. It charges a $2.5K annual minimum fee.","source":"MCDONALD CAPITAL MANAGEMENT ADV PART 2, filed 17 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Islay Capital Management?","answer":"Islay Capital Management is owned through a holding company by Eric McDonald. Its direct owners are Islay Ownership, Inc (50% to 75%) and Victory Bank (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Islay Capital Management get paid?","answer":"Islay Capital Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. 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