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MCDONALD CAPITAL INVESTORS INC
CRD 105562File 801-17866
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.86B
Top 25% of cohort (national)
Discretionary AUM
$1.86B
Clients
90
90 accounts
Employees
5
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 26, 1982
- Principal office
- 4 ORINDA WAY, SUITE 120-D, ORINDA, CA, 94563
- Phone
- 925-258-5401
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.86B
- Discretionary AUM
- $1.86B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 90
- Non-discretionary accounts
- 0
- Total accounts
- 90
- AUM per client
- $20.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $224.1M |
| High net worth individuals | 73 | $1.13B |
| Pooled investment vehicles | 2 | $328.4M |
| Pension and profit sharing plans | 2 | $171.8M |
| Individuals (other than high net worth individuals) | 6 | $3.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.