# McDonald Capital Management

McDonald Capital Management is a Bank / Wealth / Trust based in Lubbock, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lubbock, United States
- **Region:** North America
- **Address:** 8001 Quaker Avenue, Suite J, Lubbock, TX 79424, United States
- **Founded:** 1990
- **Assets under management:** ~$300M (per the firm, 2025)
- **Website:** mcdcap.com

## Regulatory record

- **CRD number:** 114531
- **SEC file number:** 801-61327
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-20T06:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114531

## About

McDonald Capital Management was founded in 1990 by Eric C. McDonald, CFA, and remains an independent RIA operating from a single office in Lubbock, Texas. The firm serves private clients — families, trusts, and estates — alongside endowments, foundations, corporate accounts, and retirement plans. Its founding thesis is that an advisor unburdened by sales quotas or proprietary products can align a portfolio strictly to a client's investment policy statement. MCM currently manages approximately $300 million in discretionary assets (per the firm, 2025), allocated across individual equities, individual bonds, ETFs, and diversified instruments. The approach is research-driven: Jeffrey M. Mercer, Ph.D., serves as Partner and Director of Research, feeding internal analysis into the portfolio construction process led by McDonald and Associate Portfolio Manager Tyler Sturdivant, CFA. The firm targets taxable and tax-advantaged pools — IRAs, 403(b)s, profit-sharing plans — and corporate cash accounts, covering the South Plains region from its Quaker Avenue office. The team is deliberately lean, listing five professionals on its website, including Yolanda Roe as Director of Client Relations and Mark Hayden in a client-relations support role. No adjacent vehicles — such as a venture arm, philanthropic foundation, or club-deal network — are disclosed. The firm has not publicly reported any mergers, acquisitions, or geographic expansions since its founding. What structurally differentiates MCM is its RIA-only posture: it is an SEC-registered fiduciary with no broker-dealer affiliation, no proprietary funds, and no stated ambition to scale assets by adding distribution. For an institutional allocator, that means portfolio decisions at MCM aren't competing with a product shelf — a governance setup that remains unusual among sub-$500 million advisory shops in secondary US markets.

## Sectors

- Private Clients
- Endowments & Foundations
- Retirement Plans
- Corporations & Businesses

## People

- Eric C. McDonald, CFA — Founder/CIO/Senior Portfolio Manager
- Jeffrey M. Mercer, Ph.D. — Partner, Director of Research
- Yolanda Roe — Director of Client Relations/ Office Manager
- Tyler Sturdivant, CFA — Associate Portfolio Manager / Trader
- Mark Hayden — Client Relations Assistant

## Questions

### Who runs investment decisions at McDonald Capital Management?

Founder Eric C. McDonald, CFA, serves as CIO and Senior Portfolio Manager. He is supported by Jeffrey M. Mercer, Ph.D., who directs internal research, and Tyler Sturdivant, CFA, who handles portfolio execution as Associate Portfolio Manager and Trader. The firm’s website lists no investment committee beyond these three named professionals.

### Does MCM disclose a track record or performance history?

No public track record is published. The firm describes a research-driven, risk-management-focused approach and references over 100 combined years of industry expertise, but it does not report composite returns, GIPS-compliant performance, or benchmark-relative results on its website.

### What asset classes does McDonald Capital Management invest in?

The firm invests in individual equities, individual bonds, ETFs, and other diversified instruments. The stated philosophy is to match portfolio risk to each client’s investment policy statement. There is no mention of private equity, venture capital, real assets, or alternative investments in its public materials.

### How does the firm charge for its services?

MCM is an SEC-registered fiduciary and charges asset-based fees, as detailed in its publicly filed Form ADV Part 2A. The firm does not earn commissions or sell proprietary products. Exact fee schedules are available through its Form ADV and client relationship summary (Form CRS), both accessible on its website.

## Related profiles

- [McDermott Incorporated Master Trust](https://altss.com/profile/mcdermott-incorporated-master-trust)
- [MCF Advisors](https://altss.com/profile/mcf-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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