← Directory
MCDONALD CAPITAL INVESTORS INC
CRD 105562File 801-17866
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 91 | 90 | decreased by1 |
| Apr 1, 2026 | AUM | $1,866,490,863 | $1,857,431,822 | decreased by$9,059,041 |
| Apr 1, 2026 | Accounts | 91 | 90 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 90 | 91 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,607,680,871 | $1,866,490,863 | increased by$258,809,992 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 90 | 91 | increased by1 |
| Apr 1, 2022 | AUM | $1,404,547,129 | $1,607,680,871 | increased by$203,133,742 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MCDONALD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCDONALD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.