McDonough Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, insurance, and retirement plan services. Financial planning was provided to 26–50 clients last fiscal year.
McDonough Capital Management reports 293 clients. They include 174 high-net-worth individuals, 116 individual clients, and 3 corporations and other businesses. Of its assets, 100.0% ($258M across 592 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | 8% |
| High-net-worth individuals | 59% | 91% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 116 | $21M | 8.1% | $181K |
| High-net-worth individuals | 174 | $236M | 91.3% | $1.35M |
| Corporations and other businesses | 3 | $1.47M | 0.6% | $489K |
| Total | 293 | $258M | 100% | $881K |
- Clients
- 116
- Regulatory AUM
- $21M
- AUM share
- 8.1%
- Avg. per client
- $181K
- Clients
- 174
- Regulatory AUM
- $236M
- AUM share
- 91.3%
- Avg. per client
- $1.35M
- Clients
- 3
- Regulatory AUM
- $1.47M
- AUM share
- 0.6%
- Avg. per client
- $489K
Total
- Clients
- 293
- Regulatory AUM
- $258M
- AUM share
- 100%
- Avg. per client
- $881K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
McDonough Capital Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- One-Time Financial Planning
- One-time financial plan and tax strategy engagement is a fixed fee of $2,999.
- Roth Conversion Planning
- Roth conversion reviews are fixed fees: basic $1,495, comprehensive $2,995, complex strategy $4,500.
Edward McDonough owns 75% or more of McDonough Capital Management. The leadership team of McDonough Capital Management includes President Edward McDonough and Chief Compliance Officer Thanh-Cam Nguyen. It has 3 employees.
Leadership
- Edward McDonoughPresident
- Thanh-Cam NguyenChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Edward Aloysius McDonough
- Shannon Ashley McDonough
- Thanh-Cam Thi Nguyen
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of McDonough Capital Management, Inc.
Edward McDonough
Control person · since April 1999
McDonough Capital Management’s regulatory assets grew 2.3× from $112M (April 2021) to $258M (June 2026); clients rose from 205 to 293 and employees fell from 5 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $258M | 293 | 3 | 1 |
| March 2025 | $206M | 282 | 4 | 1 |
| June 2024 | $164M | 256 | 4 | 1 |
| July 2023 | $135M | 250 | 4 | 1 |
| March 2022 | $141M | 224 | 5 | 1 |
| April 2021 | $112M | 205 | 5 | 1 |
Besides its headquarters, McDonough Capital Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 6000 Turkey Lake Road, Suite 212, OrlandoHQ
Contact and registration details
- Legal name
- McDonough Capital Management, Inc.
- Headquarters
- 6000 Turkey Lake Road, Suite 212, Orlando, FL 32819
- Website
- mcdonoughcapital.com
- Phone
- 407-248-9647
- @mcdonough-capital-management
- SEC file
- 801-121364
- Founded
- 1999
- Structure
- Florida corporation
- Fiscal year end
- December
McDonough Capital Management uses Charles Schwab ($141M) as custodian for its separately managed accounts. McDonough Capital Management has custody of $258M in client assets for 293 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Weslake, TX · $141M100%
At year end, McDonough Capital Management’s separately managed accounts were mostly in stocks (78%) and cash (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $200M across 52 positions; the largest are Amazon Com Inc. (14.1%), Alphabet Inc. (13.8%) and Nvidia Corporation (11.1%).
What the accounts hold
- Stocks78%
- Funds9%
- Bonds1%
- Cash12%
Reported 13F holdings
- $200M
- Reported 13F value
- 52
- Positions
- 72.8%
- In the 10 largest
- +9.4%
- Value vs. prior quarter
- Amazon Com Inc.14.1%
- Alphabet Inc. · Cap Stk CL C13.8%
- Nvidia Corporation11.1%
- Apple Inc.10.6%
- Microsoft Corp.4.9%
- Berkshire Hathaway Inc. Del · CL B New4.1%
- Tesla Inc.4.1%
- Visa Inc. · Com CL A4.0%
- Waste Mgmt Inc. Del3.1%
- Mastercard Incorporated · CL A3.0%
Together, the ten largest are 72.8% of reported value.
How many clients does McDonough Capital Management have?
McDonough Capital Management has 293 clients and manages $258 million for them, as of June 2026. They include 174 high-net-worth individuals, 116 individual clients, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026
What services does McDonough Capital Management offer?
McDonough Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does McDonough Capital Management use?
McDonough Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Weslake, TX), with $141M. 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 June 2026
How many financial advisors does McDonough Capital Management have?
McDonough Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does McDonough Capital Management invest in?
At the end of its last fiscal year, McDonough Capital Management’s separately managed accounts held 78% exchange-traded equities, 12% cash and equivalents, 9% registered funds (mutual funds, ETFs, BDCs) and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns McDonough Capital Management?
McDonough Capital Management’s direct owner is Edward McDonough (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 June 2026
How does McDonough Capital Management get paid?
McDonough Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact McDonough Capital Management?
McDonough Capital Management’s main office is at 6000 Turkey Lake Road, Suite 212, Orlando, FL 32819. Its phone number is 407-248-9647. Its website is mcdonoughcapital.com.