# 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.

- CRD: 105562
- Filed as: MCDONALD CAPITAL INVESTORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orinda, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105562
- AdvisorCensus page: https://advisorcensus.com/firm/mcdonald-capital-investors-inc-orinda-ca-105562

## Quick answers

**How 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.

**How much does McDonald Capital Investors Inc charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- 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

> 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 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Northern Trust Company
- RBC Capital Markets, LLC
- State Street Bank and Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,857,431,822
- Discretionary: $1,857,431,822
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,489,021 |
| High net worth individuals | 73 | $1,129,575,467 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $328,439,250 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $171,790,770 |
| Charitable organizations | 7 | $224,137,314 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 1982 (43 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DE, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,404,547,129 | 5 | March 30, 2021 |
| October 2022 | $1,607,680,871 | 5 | March 30, 2022 |
| October 2023 | $1,401,878,428 | 5 | March 30, 2023 |
| October 2024 | $1,617,535,770 | 5 | March 28, 2024 |
| October 2025 | $1,866,490,863 | 5 | March 28, 2025 |
| October 2026 | $1,857,431,822 | 5 | March 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McDonald Capital Investors Inc (CRD 105562): Form ADV filing data as of October 2026.