McDonough Capital Management

Financial Advisor in Celebration, FL

Firm Info
Address: 6000 Turkey Lake Rd #212, Orlando, FL 32819, USA
Phone: (407) 248-9647

Firm Size
Assets Under Management: $140.7 million
# of Advisors: 4
# of Clients: 392
Client to Advisor Ratio: 98:1
Average Account Size: $359,001
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Mcdonough Capital Management, Inc. Overview

McDonough Capital Management, Inc. is a registered investment advisory firm that has been in business since 2021. The firm is headquartered in the bustling city of Orlando, Florida, where it provides comprehensive financial planning services to its clients. As a fee-based firm, McDonough Capital Management operates with a client-first mentality, ensuring that all investment decisions are made with the client's best interest in mind. The firm is unique in that it offers portfolio management services for individuals, small businesses, and even larger institutional clients. Regardless of the client size, McDonough Capital Management utilizes innovative investment strategies to help maximize returns and minimize risk. Additionally, the firm also offers educational seminars and workshops to help clients stay informed and educated on the latest investment trends. McDonough Capital Management is led by a team of experienced broker-dealer representatives and insurance brokers/agents who are all licensed to offer investment advice. With a team of dedicated professionals at the helm, McDonough Capital Management is well-positioned to help clients navigate the complex world of investing with confidence and ease.

MCDONOUGH CAPITAL MANAGEMENT, INC. serves a diverse client base, including individuals, high net worth individuals, and various other corporation types not listed. They apply their comprehensive wealth management strategies to meet the unique needs of each client and take a personalized approach to provide exceptional service. The firm understands that wealth creation and preservation require tailored solutions, and they offer investment management, financial planning, tax planning, and estate planning services based on each client's specific goals. To accommodate its clients' needs, MCDONOUGH CAPITAL MANAGEMENT, INC. offers a variety of fee structures. Depending on the services provided, they may charge clients a percentage of their assets under management (AUM), or an hourly fee for consultation and planning services. By employing a flexible fee strategy based on the service provided, clients can tailor their investment plans to suit their unique goals and financial circumstances. MCDONOUGH CAPITAL MANAGEMENT, INC. believes in transparency and partnership, and their fee structures are designed to provide full disclosure of costs and create partnerships with clients that span for years to come. Overall, this approach solidifies MCDONOUGH CAPITAL MANAGEMENT, INC.'s reputation as a trusted financial partner for clients of all kinds.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of McDonough Capital Management, Inc., the firm does not mention an investment minimum.

How This Office Can Help Celebration, FL Residents

McDonough Capital Management is a financial services company that offers comprehensive and professional financial planning services to clients in Celebration, Florida. The company's financial advisors assist clients in developing and implementing strategies to achieve their financial goals, which may include retirement planning, investment management, and estate planning. Celebration, FL, is a vibrant community with a range of financial situations that McDonough Capital Management can assist with. Many residents are retirees or nearing retirement age, and they are seeking expert advice on how to maximize their retirement income. McDonough Capital Management's advisors can provide guidance on the best investment options to generate income during retirement, including fixed-income investments and dividend-paying stocks. Additionally, younger residents in Celebration may be facing student loan debt, housing costs, and saving for their future. McDonough Capital Management helps these clients navigate the complexity of their financial lives, creating a financial roadmap that can help them achieve both long-term and short-term goals.


Services Offered by Mcdonough Capital Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mcdonough Capital Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6000 Turkey Lake Rd #212, Orlando, FL 32819, USA
Phone (407) 248-9647
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.


Disciplinary History

Mcdonough Capital Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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