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MCDONALD PARTNERS LLC
CRD 135414File 801-64294
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$797.5M
Non-discretionary $481.8M
Clients
1,170
1,765 accounts
Employees
29
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 6, 2005
- Principal office
- 1301 EAST 9TH STREET, SUITE 3700, CLEVELAND, OH, 44114
- Phone
- 216-912-0567
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $797.5M
- Non-discretionary AUM
- $481.8M
- Discretionary accounts
- 914
- Non-discretionary accounts
- 851
- Total accounts
- 1,765
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $202.7M |
| Charitable organizations | 13 | $63.4M |
| High net worth individuals | 293 | $492.0M |
| Pooled investment vehicles | 4 | $19.8M |
| Pension and profit sharing plans | 9 | $16.8M |
| Individuals (other than high net worth individuals) | 838 | $484.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 33 | 29 | decreased by4 |
| Apr 1, 2026 | Clients | 1,347 | 1,170 | decreased by177 |
| Apr 1, 2026 | AUM | $1,287,456,830 | $1,279,273,513 | decreased by$8,183,317 |
| Apr 1, 2026 | Accounts | 2,024 | 1,765 | decreased by259 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 33 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,718 | 1,347 | decreased by371 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,634,310,507 | $1,287,456,830 | decreased by$346,853,677 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,507 | 2,024 | decreased by483 |
| Apr 1, 2022 | Employees | 43 | 48 | increased by5 |
| Apr 1, 2022 | Clients | 1,624 | 1,718 | increased by94 |
| Apr 1, 2022 | AUM | $1,351,453,750 | $1,634,310,507 | increased by$282,856,757 |
| Apr 1, 2022 | Accounts | 2,266 | 2,507 | increased by241 |
| 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 PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCDONALD PARTNERS” 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.