# McDonald Hartman Wealth Advisors

McDonald Hartman Wealth Advisors is a Multi Family Office based in Santa Monica, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** mcdonaldhartman.com
- **LinkedIn:** https://www.linkedin.com/company/michaelmcdonaldhartman

## Regulatory record

- **CRD number:** 316031
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316031

## About

MCDONALD HARTMAN WEALTH ADVISORS is a state-registered investment adviser in SANTA MONICA, CA. The firm manages approximately $26 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## People

- John H. McDonald — President
- Charles L. Hartman — Vice President

## Questions

### Who runs investment decisions at McDonald Hartman Wealth Advisors?

John McDonald, President, and Charles Hartman, Vice President, oversee investment decisions. They source and negotiate co-investments directly with institutional GPs such as Golub Capital and RREEF.

### Does McDonald Hartman participate in fund commitments or only direct deals?

The firm primarily does direct co-investments and separate accounts, avoiding open-ended fund structures. It uses single-tranche vehicles to aggregate capital across families.

### What investment stages does McDonald Hartman typically target?

The firm focuses on middle-market private credit, core-plus real estate, and hedge funds. It does not target venture-stage or early-stage companies.

### Which sectors does McDonald Hartman explicitly avoid?

The firm avoids venture capital, startups, and public equities as direct holdings. It maintains allocations through hedge funds but does not engage in day-to-day stock picking.

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Last updated: 2026-07-06T01:24:21.061Z

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