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McDonough Capital Management
Founded in 1999, McDonough Capital Management was established in Orlando as an independent registered investment advisor — a structure that separates it...
McDonough Capital Management
Founded in 1999, McDonough Capital Management was established in Orlando as an independent registered investment advisor — a structure that separates it legally from broker-dealers and creates a fiduciary obligation to clients. The firm avoided the consolidation wave that turned many Florida advisors into branch offices of national aggregators. The firm manages separate accounts for individuals alongside advisory mandates for retirement plans, trusts, estates, and charitable organizations. Its asset management approach appears to span equities, fixed income, and allocation strategy — the standard toolkit for a traditional wealth manager serving taxable and tax-advantaged accounts. Altss research estimates the firm's regulatory assets under management at roughly USD 141 million. This places it in the micro-RIA category — below the thresholds that typically attract private equity platform investment or generate public transaction data. The firm maintains a single-office footprint in Orlando, with no known adjacent vehicles, philanthropic foundations, or institutional separate accounts publicly identified. The structural differentiator is the simplest one available in wealth management: true independence. In an industry where thousands of small RIAs have sold to consolidators or joined aggregator platforms, McDonough Capital Management has remained fully autonomous for more than a quarter century. That endurance implies either a deeply loyal client base or a principal willing to forgo scale economics in favor of control. For family offices evaluating co-advisory or sub-advisory relationships in central Florida, the firm represents a durable, if low-profile, counterparty.
General information
Firm type
Bank / Wealth / Trust
Year founded
1999
Location
Region
North America
Country
United States
City
Orlando
Corporate office
Orlando, FL, United States
Frequently asked questions
Is McDonough Capital Management a broker-dealer or an RIA?
McDonough Capital Management operates as a registered investment advisor, which means it has a fiduciary duty to act in its clients' best interests. This distinguishes it from broker-dealers, who operate under a suitability standard. The firm's ADV filings, which are public record, confirm this regulatory posture and its associated duty of care.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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