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MCDONALD PARTNERS LLC
CRD 135414File 801-64294
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 3, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.