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Member · McDonald Capital Management

Jeffrey M. Mercer

CRD 4935524 · Named on Form ADV at one SEC-registered adviser

At a glance

McDonald Capital Management, an SEC-registered wealth manager based in Lubbock, TX with $358 million in regulatory assets, lists Jeffrey M. Mercer on its Form ADV as Member.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Eric C. McDonaldManaging Member, Chief Investment Officer, Chief Compliance Officer, McDonald Capital Management
  • Tyler B. SturdivantPortfolio Manager, McDonald Capital Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.