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MCDONALD CAPITAL MANAGEMENT
Legal name: ISLAY CAPITAL MANAGEMENT, LLC
CRD 114531File 801-61327
APPROVED
Retail clients
Custody
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$357.7M
Below cohort median (national)
Discretionary AUM
$357.7M
Clients
183
402 accounts
Employees
2
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 5, 2002
- Principal office
- 8001 QUAKER AVENUE, SUITE J, LUBBOCK, TX, 79424
- Phone
- 806-744-8617
- Website
- HTTP://WWW.ISLAYCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $357.7M
- Discretionary AUM
- $357.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 402
- Non-discretionary accounts
- 0
- Total accounts
- 402
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $29.9M |
| Charitable organizations | 9 | $42.9M |
| High net worth individuals | 77 | $252.0M |
| Pooled investment vehicles | 2 | $8.4M |
| Individuals (other than high net worth individuals) | 84 | $24.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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
- Yes
- Related Person Custody Securities
- Yes
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.