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MCDONOUGH CAPITAL MANAGEMENT, INC.

ORLANDO, FL · CRD 143767 · IAPD ↗ · 407-248-9647

$258.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
July 2026 — MCDONOUGH CAPITAL MANAGEMENT, INC. notice-filed in MD, NH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — MCDONOUGH CAPITAL MANAGEMENT, INC. reported RAUM up 26% ($205.8M -> $258.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — MCDONOUGH CAPITAL MANAGEMENT, INC. now reports custody of client assets ($258.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2025 — MCDONOUGH CAPITAL MANAGEMENT, INC. reported RAUM up 26% ($164.0M -> $205.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — MCDONOUGH CAPITAL MANAGEMENT, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.