McDonald Capital Investors Inc
● SEC registered since 1982CRD 105562SEC# 801-17866Orinda, CA
Reg. AUM
$1.86B
Employees
5
Accounts
90
Location
Orinda, CA
McDonald Capital Investors Inc assets under management
McDonald Capital Investors Inc operates as an SEC-registered investment adviser based in Orinda, CA. The firm has been registered since 1982. It reports $1.9 billion in regulatory assets under management and employs 5 people.
McDonald Capital Investors Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew J. McDonald Control | President | 25-50% | 1982 |
| Linda M. Udall Control | Chief Compliance Officer | Under 5% | 2004 |
| Thomas Fahr Steyer | Shareholder | 10-25% | 1994 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does McDonald Capital Investors Inc manage?
McDonald Capital Investors Inc reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does McDonald Capital Investors Inc have?
McDonald Capital Investors Inc reports 5 employees.
Where is McDonald Capital Investors Inc located?
McDonald Capital Investors Inc is based in Orinda, CA and has been SEC-registered since 1982.
Does McDonald Capital Investors Inc disclose fund performance?
McDonald Capital Investors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 Orinda Way, Suite 120-D, Orinda, CA 94563 |
| Phone | 925-258-5401 |
| Fax | 925-258-1324 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.86BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$1.86Bregulatory AUM
Discretionary $1.86B