A complete list of active advisors currently associated with McDonough Capital Management, Inc.

Warmer can help you find a great advisor at McDonough Capital Management, Inc. or one who fits your needs even better.

McDonough Capital Management provides personalized financial planning and discretionary asset management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities, with an emphasis on serving clients in the medical industry. The firm generally requires a $1,000,000 account minimum, which it may waive in its discretion for clients with significant growth potential or related accounts. The firm’s investment approach emphasizes active trend‑following and tactical asset allocation across individual equities, mutual funds and ETFs, using charting, fundamental, technical and cyclical analysis to identify market momentum and opportunities. Accounts are managed on a discretionary basis with ongoing monitoring and quarterly reviews, and strategies may include long‑ and short‑term holdings, trading and the selective use of margin where appropriate. Several of McDonough’s investment adviser representatives are also registered representatives of Osaic Wealth, Inc., and some are licensed to sell insurance products, so clients may be offered securities or insurance through those capacities; the brochure discloses that these dual roles can create potential conflicts such as commissions, 12b‑1 fees or other referral compensation. The firm also discloses affiliations with other advisory entities and participation in Charles Schwab’s institutional program, noting the operational benefits received from Schwab while acknowledging those relationships can create indirect economic incentives in custody and brokerage selection.

To learn more about the advisors currently working at McDonough Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.