{
  "crd_number": 143767,
  "slug": "mcdonough-capital-management-inc-orlando-fl-143767",
  "primary_business_name": "MCDONOUGH CAPITAL MANAGEMENT, INC.",
  "legal_name": "MCDONOUGH CAPITAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Orlando",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-01",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-17",
  "carried_forward": false,
  "raum_total": 258240524.0,
  "raum_discretionary": 258240524.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 21004868.0,
      "count": 116
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 235767970.0,
      "count": 174
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1467686.0,
      "count": 3
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "MD",
    "NC",
    "NE",
    "NH",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/MCDONOUGHCAP",
    "https://linkedin.com/COMPANY/MCDONOUGH-CAPITAL-MANAGEMENT",
    "https://mcdonoughcapital.com",
    "https://twitter.com/MCDONOUGHCAP",
    "https://youtube.com/channel/UCVSCjC2YK7mnJM6DrRD8c-A"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143767",
  "city_as_filed": "ORLANDO",
  "url": "https://advisorcensus.com/firm/mcdonough-capital-management-inc-orlando-fl-143767",
  "display_name": "McDonough Capital Management, Inc.",
  "summary": "McDonough Capital Management, Inc. is an SEC-registered investment advisory firm in Orlando, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.",
  "citation": "AdvisorCensus. McDonough Capital Management, Inc. (CRD 143767): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is McDonough Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), McDonough Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is McDonough Capital Management, Inc. located?",
      "a": "McDonough Capital Management, Inc.'s principal office is in Orlando, FL, according to its Form ADV."
    },
    {
      "q": "Is McDonough Capital Management, Inc. registered with the SEC or a state?",
      "a": "McDonough Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 143767."
    },
    {
      "q": "How much does McDonough Capital Management, Inc. manage?",
      "a": "McDonough Capital Management, Inc. reports $258,240,524 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have McDonough Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for McDonough Capital Management, Inc.: Regulatory assets under management: $111,515,785 in the October 2021 data and $258,240,524 in the October 2026 data, up 132%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does McDonough Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (174); individuals (other than high net worth individuals) (116); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Which custodians does McDonough Capital Management, Inc. use?",
      "a": "McDonough Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does McDonough Capital Management, Inc. report any disciplinary disclosures?",
      "a": "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/143767"
    },
    {
      "q": "Does McDonough Capital Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 17, 2026 says: \"MCM generally imposes a minimum of $1,000,000 to open and maintain an advisory account. However, this account minimum may be waived at the discretion of MCM if, for example, the client appears to have significant potential for increasing assets under management.\""
    },
    {
      "q": "What changed in McDonough Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 4 to 3. Registered or notice-filed in MD, NH, VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 111515785.0,
      "total_employees": 5,
      "filing_date": "2021-04-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 140728293.0,
      "total_employees": 5,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 135487888.0,
      "total_employees": 4,
      "filing_date": "2023-07-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 163958889.0,
      "total_employees": 4,
      "filing_date": "2024-06-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 205800640.0,
      "total_employees": 4,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 258240524.0,
      "total_employees": 3,
      "filing_date": "2026-06-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Registered or notice-filed in MD, NH, VA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $205,800,640 to $258,307,695 (+26%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "MCM generally imposes a minimum of $1,000,000 to open and maintain an advisory account. However, this account minimum may be waived at the discretion of MCM if, for example, the client appears to have significant potential for increasing assets under management."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "MCM generally imposes a minimum of $1,000,000 to open and maintain an advisory account. However, this account minimum may be waived at the discretion of MCM if, for example, the client appears to have significant potential for increasing assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mcdonough-capital-management-inc-orlando-fl-143767.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 116,
      "fewer_than_5": false,
      "raum": 21004868.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 174,
      "fewer_than_5": false,
      "raum": 235767970.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1467686.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143767",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}