McDonough Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$256,772,838
Clients
290
Advisors
3
of 3 employees
About
McDonough Capital Management provides financial planning and discretionary investment supervisory services to individuals — including high net worth clients — as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, with an emphasis on serving clients in the medical industry. Services include written and modular financial plans and ongoing asset management delivered by the firm’s Investment Adviser Representatives.
The firm’s investment approach emphasizes active trend‑following and tactical asset allocation, using individual equities, mutual funds, and ETFs and combining active and passive exposures based on market momentum and conditions. Accounts are managed on a discretionary basis with continuous monitoring, a complimentary initial consultation, encouragement of quarterly reviews, and coordination with clients’ other professional advisors.
Noteworthy features disclosed in the brochure include that certain associated persons are registered representatives of the broker‑dealer Osaic Wealth, Inc., and some IARs are licensed to sell insurance products (including annuities, life, and long‑term care) and may receive commissions or 12b‑1 fees in addition to advisory compensation. The brochure also notes that some IARs serve as representatives of other investment advisers and that the firm participates in custodial/institutional programs (e.g., Charles Schwab Institutional), arrangements the firm discloses as potential sources of conflicts of interest for clients to consider.
Client services
Expertise
Occupation focus
Fee options
<$1,000,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000+: Negotiable
Account minimum: $1,000,000
Main office
6000 Turkey Lake Road, Suite 212
Orlando FL 32819
Advisors at this office
3
Most active in
Florida · Georgia · Maryland · Nebraska · New Hampshire · North Carolina · Texas · Virginia
Also doing business as
Mcdonough Capital Management · Mcdonough Capital Management, Inc. · Pi Investment Services
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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