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| McDonough Capital Management Inc
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|---|---|
| CRD # | 143767 |
| SEC # | 801-121364 |
| CIK # | 0001912128 |
| AUM | 258.2 M (2026-06-17) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 407-248-9647 |
| Address | 6000 Turkey Lake Road Orlando, FL 32819 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 25.0 | ||
| Alphabet Inc | 22.8 | ||
| Nvidia Corp | 19.1 | ||
| Apple Inc | 18.7 | ||
| Microsoft Corp | 10.1 | ||
| Visa Inc | 7.1 | ||
| Tesla Motors Inc | 7.0 | ||
| Waste Management Inc | 6.5 | ||
| Mastercard Inc | 5.9 | ||
| Costco Wholesale Corp /NEW | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 21.0 |
| (b) Individuals (high net worth individuals) | 174 | 235.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 3 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 592 | 258.2 |
| By Discretionary | ||
| Discretionary | 592 | 258.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 592 | 258.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 257.5 | |
| Total | 592 | 258.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001912128] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Archetype Advisors LLC
✚
|
PA | 260.0 M |
|
Storyone LLC
✚
|
KS | 259.4 M |
|
Braeburn Wealth Management LLC
✚
|
MI | 259.4 M |
|
Davis Capital Management LLC
✚
|
FL | 259.0 M |
|
an Exceptional Life Financial LLC
✚
|
IN | 258.9 M |
|
Ables Iannone Moore & Associates Inc
✚
|
GA | 258.7 M |
|
Redwood Family Wealth LLC
✚
|
TX | 258.5 M |
|
Koenig Investment Advisory LLC
✚
|
OR | 258.2 M |
|
Schaeffer Financial LLC
✚
|
MD | 257.7 M |
|
Tingey Financial Group Inc
✚
|
257.0 M |