Wealth manager, independent · Orlando, FL
McDonough Capital Management, Inc.
SEC-registered investment adviser · CRD 143767 · SEC 801-121364
At a glance
McDonough Capital Management, Inc. is an SEC-registered investment adviser based in Orlando, Florida, with $258 million in regulatory assets under management as of its Form ADV filed June 17, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 290 individual clients. By Form ADV it is a wealth manager, ranked 4,874th of 8,915 wealth managers and 10,913th of 17,210 SEC-registered advisers by assets.
Main office 407-248-9647mcdonoughcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $258M
- Rank among wealth managers
- #4,874 of 8,915
- Rank among all SEC RIAs
- #10,913 of 17,210
- Rank in Florida
- #652 of 1,090
- Individual clients
- 290
- High-net-worth clients
- 174
- Accounts
- 592
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Thanh-Cam T. NguyenChief Compliance Officer
- Edward A. McDonoughPresident
Custody and brokerage
Broker-dealer
Hybrid RIA
McDonough Capital Management, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed June 2026) names Osaic Wealth as the broker-dealer its advisers are registered with.
However, if the client implem ents a plan through IARs of MCM in their capacities as registered representatives of Osaic, such individua ls may earn commissions for securities purchased through Osaic.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 174 | $236M | 91% |
| Individuals | 116 | $21M | 8% |
| Corporations or other businesses | 3 | $1M | <1% |
Disciplinary disclosures
McDonough Capital Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗mcdonoughcapital.com ↗
AtlasMembers
The full record on McDonough Capital Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 6,391 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does McDonough Capital Management, Inc. manage?
McDonough Capital Management, Inc. reports $258 million in regulatory assets under management across 592 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 17, 2026.
What kind of firm is McDonough Capital Management, Inc.?
McDonough Capital Management, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are McDonough Capital Management, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($236 million, 174 clients); individuals ($21 million, 116 clients); corporations or other businesses ($1 million, 3 clients).
Does McDonough Capital Management, Inc. have any disciplinary history?
McDonough Capital Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is McDonough Capital Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →