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McDonough Capital Management, Inc.

Updated today

Client AUM

$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

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Active portfolio management

Occupation focus

Doctor or Medical Professional

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Fee options

Percentage

<$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

Other

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

Advisors at this firm

user avatar

Shannon M

CFP®, Series 65, Series 63

Orlando, FL

McDonough Capital Management, Inc.

Shannon Mc Donough is a CFP® with five years of industry experience. She is currently with McDonough Capital Management, Inc. and previously worked at Triad Advisors and Central Square Technologies. McDonough serves as President of the Alumni Board at Lake Highland Preparatory School, facilitating meetings and promoting alumni engagement. McDonough Capital Management provides financial planning and discretionary investment supervisory services to individual clients, including high net worth individuals, as well as pensions, trusts, estates, charitable organizations, and businesses, with a focus on clients in the medical industry. The firm’s investment approach combines active trend-following and tactical asset allocation using equities, mutual funds, and ETFs, managing accounts on a discretionary basis with ongoing monitoring and coordination with clients’ other advisors.

Wealth management Active portfolio management Doctor or Medical Professional
user avatar

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 the financial industry. He is the president of McDonough Capital Management, Inc., where he has worked for 27 years. His prior experience includes roles at Altior Capital Management LP, Jackson Wealth Management, LLC, and Triad Advisors Inc. He also manages life insurance solutions and assists with client tax preparation as part of his business activities. 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, and corporations. The firm’s investment approach focuses on active trend-following and tactical asset allocation across equities, mutual funds, and ETFs, managing accounts on a discretionary basis with ongoing monitoring and coordination with clients’ other professional advisors.

Wealth management Active portfolio management Doctor or Medical Professional
user avatar

Thanh Cam N

Series 65

Orlando, FL

McDonough Capital Management, Inc.

Thanh Cam Nguyen is a Series 65-licensed financial advisor with 12 years of industry experience. She has been with McDonough Capital Management, Inc. since 2006. 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. The firm’s investment approach emphasizes active trend-following and tactical asset allocation, combining active and passive exposures based on market momentum and conditions.

Wealth management Active portfolio management Doctor or Medical Professional
View complete list of advisors at this firm
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