Unclaimed Profile

Edward Aloysius Mcdonough

MCDONOUGH CAPITAL MANAGEMENT, INC.·ORLANDO, Florida

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOCFPClean record27 years registeredMCDONOUGH CAPITAL MANAGEMENT, INC.

6000 TURKEY LAKE ROAD, ORLANDO, FL 32819CRD# 1701165Firm CRD# 143767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Aloysius Mcdonough · ORLANDO, FL

Registration

CRD #1701165 · MCDONOUGH CAPITAL MANAGEMENT, INC. · 27 years registered

Brand Profile

Not yet started

Career History

JACKSON WEALTH MANAGEMENT, LLC

May 2016 – present

MCDONOUGH CAPITAL MANAGEMENT, INC.

Nov 2008 – present

MCDONOUGH WEALTH MANAGEMENT LLC

Mar 2022 – Dec 2024

GUAYNABO, PR

ALTIOR CAPITAL

Dec 2021 – Oct 2022

Windermere, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Aug 2009 – Oct 2011

ORLANDO, FL

RAYMOND JAMES FINANCIAL SERVICES

Apr 1999 – Oct 2009

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · April 16, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCDONOUGH CAPITAL MANAGEMENT, INC.

CRD 143767 · SEC 801-121364

AUM

$164M

Regulatory assets under management

Employees

495 client accounts

Services offered by MCDONOUGH CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MCDONOUGH CAPITAL MANAGEMENT, INC. →

Introduction

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Edward Aloysius Mcdonough offer?

Edward Aloysius Mcdonough specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.

What are Edward Aloysius Mcdonough's credentials?

Edward Aloysius Mcdonough holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Aloysius Mcdonough located?

Edward Aloysius Mcdonough is based in ORLANDO, Florida, working with MCDONOUGH CAPITAL MANAGEMENT, INC.. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Edward Aloysius Mcdonough charge for services?

Edward Aloysius Mcdonough's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCDONOUGH CAPITAL MANAGEMENT, INC.?

MCDONOUGH CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →