Data / Investment advisers / Florida / McDonough Capital Management, Inc.
McDonough Capital Management, Inc., Orlando, FL: $258 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
McDonough Capital Management, Inc. is an SEC registered investment adviser with its main office in Orlando, Florida and reports $258 million in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch McDonough Capital Management, Inc. (CRD number 143767): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 143767
- SEC file number
- 801-121364
- SEC status
- Approved, effective June 1, 2021
- Main office
- 6000 Turkey Lake Road Suite 212, Orlando, FL 32819
- Phone
- (407) 248-9647
- Regulatory AUM
- $258,240,524 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $258,240,524
- Accounts
- 592
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 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 | 174 | $235.8 million |
| Individuals (other than high net worth individuals) | 116 | $21 million |
| Corporations or other businesses | 3 | $1.5 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 |
|---|---|---|
| July 1, 2026 | $258.2 million | June 17, 2026 |
| April 1, 2026 | $258.3 million | March 30, 2026 |
| December 1, 2025 | $205.8 million | March 31, 2025 |
Other advisers in Orlando
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lotus | Orlando | $405 million | 1 | adviserinfo.sec.gov |
| Stonebridge Financial Planning Group, LLC | Orlando | $329.7 million | Not listed | adviserinfo.sec.gov |
| Oxford Wealth Group, LLC | Orlando | $327.9 million | Not listed | adviserinfo.sec.gov |
| GFG Solutions | Orlando | $306.6 million | Not listed | adviserinfo.sec.gov |
| Deepwork Capital, LLC | Orlando | $300.2 million | 8 | adviserinfo.sec.gov |
| Blacktower Financial Management (US) LLC | Orlando | $254.4 million | Not listed | adviserinfo.sec.gov |
| Cogent Private Wealth | Orlando | $250.3 million | Not listed | adviserinfo.sec.gov |
| Elevation Advisory Partners LLC | Orlando | $226 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orlando, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- McDonough Capital Management, 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.