McDonald Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$276,487,171
Clients
161
Advisors
3
of 3 employees
About
McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting to a mix of individual and institutional clients, including high net worth individuals, retirement plans, trusts, and pooled investment vehicles. The firm also manages and advises private funds and offers ESG screening for institutional clients upon request.
The firm’s investment process combines fundamental, technical, and quantitative analysis and implements model sleeves such as a global tactical asset allocation ETF model and equity screens that are reviewed and rebalanced quarterly. Recommendations are tailored to client objectives and may include mutual funds and ETFs, equities, fixed income, options strategies, and the use of margin or short-term trading when appropriate.
Distinctive features include acting as sponsor and general partner to private pooled investment vehicles and charging performance-based fees to accredited investors in those funds, with fund-level reporting and independent audit or surprise-custody examinations used to address custody requirements. The firm discloses a significant ownership interest held by a bank affiliate and identifies that relationship as a potential conflict, noting clients are not required to use the affiliate’s services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Consulting services billed at $250 per hour
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
Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500 for separately managed accounts Fee-only: Financial planning starting at $1,000 per year, billed bi-annually; consulting services billed at $250/hour
Main office
8001 Quaker Avenue, Suite J
Lubbock TX 79424
Advisors at this office
3
Most active in
Texas
Also doing business as
Eric Craig Mcdonald Dba Mcdonald Capital Management · Islay Capital Management, LLC · Mcdonald Capital Management · Mcdonald, Eric Craig
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey M
Series 65
Lubbock, TX
McDonald Capital Management
Jeffrey Mercer is a financial advisor at McDonald Capital Management with 20 years of industry experience. He holds a Series 65 designation and has been with Islay Capital Management, LLC since 2005. McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high net worth individuals, retirement plans, and trusts. The firm employs a combination of fundamental, technical, and quantitative analysis, offering tailored investment recommendations across various asset classes and managing private pooled investment vehicles with performance-based fee structures.
Tyler S
Series 65
Lubbock, TX
McDonald Capital Management
Tyler Sturdivant is a financial advisor at McDonald Capital Management with nine years of industry experience. He holds a Series 65 designation and has worked at McDonald Capital Management since 2016. Prior to his advisory career, he spent ten years in full-time education. McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting to individual and institutional clients, including high net worth individuals, retirement plans, and trusts. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor recommendations across various asset classes and also manages private pooled investment vehicles with performance-based fee structures.
Eric M
CFA®
Lubbock, TX
McDonald Capital Management
Eric McDonald is a CFA® charterholder with 21 years of industry experience, currently serving at McDonald Capital Management in Lubbock, TX. He previously worked at Islay Capital Management, LLC. McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, including high net worth individuals and retirement plans. The firm employs a combined fundamental, technical, and quantitative investment approach and manages private pooled investment vehicles with performance-based fee structures for accredited investors.
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