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| Keyboard |
| McDonald Financial Services LLC
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|---|---|
| CRD # | 282899 |
| SEC # | 801-107431 |
| CIK # | |
| AUM | 443.5 M (2026-03-31) |
| Employees | 8 (75% Investors, 62% Brokers) |
| Phone | 334-387-0094 |
| Address | 350 Leavell Circle Montgomery, AL 36117 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 417 | 69.3 |
| (b) Individuals (high net worth individuals) | 223 | 199.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 65 | 163.0 |
| (h) Charitable organizations | 5 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,022 | 443.5 |
| By Discretionary | ||
| Discretionary | 943 | 280.6 |
| Non-Discretionary | 79 | 163.0 |
| Total | 1,022 | 443.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.5 | |
| Total | 1,022 | 443.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Balis Enterprises LLC
✚
|
444.3 M | |
|
Hamilton Capital Partners LLC
✚
|
GA | 444.0 M |
|
O'Boyle Wealth Management Inc
✚
|
CA | 443.9 M |
|
Carolina Qualified Retirement Plan Advisers LLC
✚
|
443.9 M | |
|
Pavion Blue Capital LLC
✚
|
CA | 443.7 M |
|
Lumbard & Kellner LLC
✚
|
NH | 443.6 M |
|
Cross Staff Investments Inc
✚
|
NY | 443.5 M |
|
Greykasell Wealth Strategies Inc
✚
|
CA | 443.2 M |
|
Ulland Investment Advisors LLC
✚
|
MN | 442.9 M |
|
Humankind Investments LLC
✚
|
NY | 442.8 M |