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 personalized financial planning, standalone Roth conversion planning, and discretionary investment management to individuals (including high-net-worth clients), trusts, retirement plans, and other entities, with a stated emphasis on the medical industry. The firm offers both ongoing asset management and modular planning engagements that clients may purchase separately from portfolio services.
MCM’s investment process emphasizes active trend-following and tactical asset allocation across individual equities, mutual funds, and ETFs, drawing on charting, fundamental, technical, and cyclical analysis and continuous portfolio monitoring. The firm conducts periodic reviews with clients and integrates planning analyses—such as Roth conversion modeling and scenario work—into its advice and reporting.
Notable features relative to many peers include that certain investment adviser representatives are also registered representatives of the broker-dealer Osaic and are licensed to sell insurance products, arrangements that may result in additional compensation if clients implement recommendations through those channels. The firm also discloses affiliations with other investment advisers and provides a tiered, multi-scope Roth conversion planning service (including complex, multi-state and estate-integration options and coordination calls with clients’ tax or legal advisors), which is more granular than typical single-scope planning add-ons.
Client services
Expertise
Occupation focus
Fee options
One-Time Financial Plan & Tax Strategy Engagement: $2,999; Basic Roth Review: $1,495; Comprehensive Roth Review: $2,995; Complex Roth Strategy: $4,500
<$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 (may be waived at firm's discretion)
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.
Quick links
Advisors at this firm
Shannon M
CFP®, Series 65, Series 63
Orlando, FL
McDonough Capital Management, Inc.
Shannon McDonough is a CFP® with five years of industry experience and is affiliated with McDonough Capital Management, Inc. He has worked at firms including Osaic and Triad Advisors. Outside of his advisory role, he serves as President of the Alumni Board for Lake Highland Preparatory School, a nonprofit position involving board leadership and alumni engagement. McDonough Capital Management provides personalized financial planning and discretionary investment management to individuals, trusts, and retirement plans, with a focus on clients in the medical industry. The firm employs active trend-following and tactical asset allocation methods and offers modular planning services alongside ongoing asset management.
Edward M
CFP®, Series 63, Series 65
Orlando, FL
McDonough Capital Management, Inc.
Edward Mcdonough is a CFP® professional with 39 years of experience in financial advising. He is the president of McDonough Capital Management, Inc. and has held roles at Altior Capital Management LP, Jackson Wealth Management, LLC, and Triad Advisors Inc. He also assists with client tax return preparation and offers various life insurance products. McDonough Capital Management provides personalized financial planning, standalone Roth conversion planning, and discretionary investment management primarily serving individuals, trusts, retirement plans, and entities with a focus on the medical industry. The firm emphasizes active trend-following and tactical asset allocation using charting, fundamental, technical, and cyclical analysis, and offers both ongoing asset management and modular planning engagements.
Thanh Cam N
Series 65
Orlando, FL
McDonough Capital Management, Inc.
Thanh Cam Nguyen is a financial advisor at McDonough Capital Management, Inc. in Orlando, FL, holding a Series 65 designation with 12 years of industry experience. Nguyen has been with McDonough Capital Management since 2006. McDonough Capital Management provides personalized financial planning, Roth conversion planning, and discretionary investment management to individuals, trusts, retirement plans, and other entities, with a focus on clients in the medical industry. The firm emphasizes active trend-following and tactical asset allocation using charting, fundamental, technical, and cyclical analysis, and offers modular planning services in addition to ongoing asset management.
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