AdvisorCensus / Financial advisors / California / San Francisco / McDonald Capital Investors Inc
McDonald Capital Investors Inc
Filed as MCDONALD CAPITAL INVESTORS INC
McDonald Capital Investors Inc is an SEC-registered investment advisory firm in Orinda, CA, registered since 1982, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is McDonald Capital Investors Inc compensated?
On its Form ADV (Item 5.E, October 2026), McDonald Capital Investors Inc reports these compensation arrangements: a percentage of assets under its management.
What does McDonald Capital Investors Inc's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $3,000,000: 1% a year; $3,000,000 to $10,000,000: 1% a year; Above $10,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is McDonald Capital Investors Inc located?
McDonald Capital Investors Inc's principal office is in Orinda, CA, according to its Form ADV.
Is McDonald Capital Investors Inc registered with the SEC or a state?
McDonald Capital Investors Inc is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 105562.
How much does McDonald Capital Investors Inc manage?
McDonald Capital Investors Inc reports $1,857,431,822 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).
How have McDonald Capital Investors Inc's assets and staff changed since 2021?
In the Form ADV data for McDonald Capital Investors Inc: Regulatory assets under management: $1,404,547,129 in the October 2021 data and $1,857,431,822 in the October 2026 data, up 32%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does McDonald Capital Investors Inc serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (73); charitable organizations (7); individuals (other than high net worth individuals) (6).
Which custodians does McDonald Capital Investors Inc use?
McDonald Capital Investors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Northern Trust Company, RBC Capital Markets, LLC and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets.
Does McDonald Capital Investors Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105562
Does McDonald Capital Investors Inc state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The firm has a stated account minimum of $5 million. This minimum can be modified by Drew and Trent McDonald at their discretion."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $3,000,000 | 1% |
| $3,000,000 to $10,000,000 | 1% |
| Above $10,000,000 | 0.75% |
The brochure's wording
Accounts of three million dollars and under are charged a management fee of 1% annually (or 0.25% quarterly). Accounts between $3 million and $10 million are charged an annual fee of 1%/year on the first $3 million and 0.75%/year on the balance. Accounts of $10 million or greater are assessed a management fee of 0.75%/year (0.1875% per quarter) on all of their assets.
Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The firm has a stated account minimum of $5 million. This minimum can be modified by Drew and Trent McDonald at their discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,857,431,822 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1982 (43 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,857,431,822 | 5 | March 30, 2026 |
| October 2025 | $1,866,490,863 | 5 | March 28, 2025 |
| October 2024 | $1,617,535,770 | 5 | March 28, 2024 |
| October 2023 | $1,401,878,428 | 5 | March 30, 2023 |
| October 2022 | $1,607,680,871 | 5 | March 30, 2022 |
| October 2021 | $1,404,547,129 | 5 | March 30, 2021 |
Regulatory assets under management: $1,404,547,129 in the October 2021 data and $1,857,431,822 in the October 2026 data, up 32%.
Total employees: 5 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. McDonald Capital Investors Inc (CRD 105562): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mcdonald-capital-investors-inc-orinda-ca-105562