{"url":"https://nivawealth.com/firms/mcdonough-capital-management-143767","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143767","regulatoryAum":258240524,"crd":"143767","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1701165","suffix":null,"lastName":"MCDONOUGH","firstName":"EDWARD","middleName":"ALOYSIUS"},{"crd":"7253241","suffix":null,"lastName":"McDonough","firstName":"Shannon","middleName":"Ashley"},{"crd":"5154096","suffix":null,"lastName":"NGUYEN","firstName":"THANH-CAM","middleName":"THI"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-30","regulatoryAum":111515785,"clients":205,"employees":5,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":140728293,"clients":224,"employees":5,"offices":1},{"filedOn":"2023-07-31","regulatoryAum":135487888,"clients":250,"employees":4,"offices":1},{"filedOn":"2024-06-27","regulatoryAum":163958889,"clients":256,"employees":4,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":205800640,"clients":282,"employees":4,"offices":1},{"filedOn":"2026-06-17","regulatoryAum":258240524,"clients":293,"employees":3,"offices":1}],"secFileNumber":"801-121364","legalName":"McDonough Capital Management, Inc.","displayName":"McDonough Capital Management","slug":"mcdonough-capital-management-143767","website":"https://mcdonoughcapital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/mcdonough-capital-management/","xUrl":"https://twitter.com/mcdonoughcap","founded":"1999","organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"6000 Turkey Lake Road, Suite 212","city":"Orlando","state":"FL","stateName":"Florida","country":"United States","postalCode":"32819"},"tradeNames":[],"registration":{"secApproved":"1 June 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":885423.5793103449,"staff":{"employees":3,"advisory":3,"brokerDealerReps":1,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":258240524,"discretionary":258240524,"discretionaryAccounts":592,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":116,"regulatoryAum":21004868},{"label":"High-net-worth individuals","clients":174,"regulatoryAum":235767970},{"label":"Corporations and other businesses","clients":3,"regulatoryAum":1467686}],"feePrograms":[{"role":"other","program":"One-Time Financial Planning","summary":"One-time financial plan and tax strategy engagement is a fixed fee of $2,999.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1061424","versionId":1061424,"submittedOn":"2026-10-16","documentName":"FORM ADV PART 2A - 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McDonough Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does McDonough Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does McDonough Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does McDonough Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns McDonough Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McDonough Capital Management get paid?","answer":"McDonough Capital Management is paid through a percentage of assets under management. 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on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}