# McDonough Capital Management

McDonough Capital Management is a Bank / Wealth / Trust based in Orlando, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** Orlando, FL, United States
- **Founded:** 1999
- **Assets under management:** USD 141M (Altss estimate)
- **Website:** mcdonoughcapital.com

## Regulatory record

- **CRD number:** 143767
- **SEC file number:** 801-121364
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143767

## About

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.

## 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.

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/mcdonough-capital-management

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