McDonald Financial Services, LLC
● SEC registered since 2016CRD 282899SEC# 801-107431Montgomery, AL
Reg. AUM
$443.5M
Employees
8
Accounts
1,022
Location
Montgomery, AL
McDonald Financial Services, LLC assets under management
McDonald Financial Services, LLC is a registered investment adviser overseen by the SEC based in Montgomery, AL. The firm has been registered since 2016. It reports $443.5 million in regulatory assets under management and employs 8 people.
McDonald Financial Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Brandt McDonald Control | Managing Member / President | 50-75% | 2016 |
| Michael James Barranco Control | Chief Compliance Officer & Chief Operating Officer | 50-75% | 2020 |
Frequently asked questions
How much does McDonald Financial Services, LLC manage?
McDonald Financial Services, LLC reports $443.5 million in regulatory assets under management on its Form ADV.
How many employees does McDonald Financial Services, LLC have?
McDonald Financial Services, LLC reports 8 employees.
Where is McDonald Financial Services, LLC located?
McDonald Financial Services, LLC is based in Montgomery, AL and has been SEC-registered since 2016.
Does McDonald Financial Services, LLC disclose fund performance?
McDonald Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 350 Leavell Circle, Montgomery, AL 36117 |
| Phone | (334) 387-0094 |
| Fax | (334) 387-0098 |
| Office hours | 8:00 - 4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$443.5M▼ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$443.5Mregulatory AUM
Discretionary $280.6MNon-discretionary $163M