Data / Investment advisers / California / McDonald Capital Investors Inc
McDonald Capital Investors Inc, Orinda, CA: $1.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
McDonald Capital Investors Inc is an SEC registered investment adviser with its main office in Orinda, California and reports $1.9 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 105562
- SEC file number
- 801-17866
- SEC status
- Approved, effective October 26, 1982
- Main office
- 4 Orinda Way Suite 120-D, Orinda, CA 94563
- Phone
- (925) 258-5401
- Regulatory AUM
- $1,857,431,822 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $1,857,431,822
- Accounts
- 90
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $1.13 billion |
| Pooled investment vehicles | 2 | $328.4 million |
| Charitable organizations | 7 | $224.1 million |
| Pension and profit sharing plans | 2 | $171.8 million |
| Individuals (other than high net worth individuals) | 6 | $3.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.86 billion | March 30, 2026 |
| December 1, 2025 | $1.87 billion | March 28, 2025 |
Other advisers in Orinda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Penserra Capital Management LLC | Orinda | $17.50 billion | Not listed | adviserinfo.sec.gov |
| Wespac Advisors, LLC | Orinda | $1.21 billion | Not listed | adviserinfo.sec.gov |
| Bell Investment Advisors Inc | Orinda | $787.6 million | Not listed | adviserinfo.sec.gov |
| MCM Advisers, LP | Orinda | $118.4 million | 7 | adviserinfo.sec.gov |
| Crosspoint Capital Management | Orinda | $117 million | Not listed | adviserinfo.sec.gov |
| Paragon Asset Management Inc. | Orinda | $115.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orinda, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- McDonald Capital Investors Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.