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Eric Craig Mcdonald

ISLAY CAPITAL MANAGEMENT, LLC·LUBBOCK, Texas
Series 2Clean record21 years registeredISLAY CAPITAL MANAGEMENT, LLC
8001 QUAKER AVENUE, LUBBOCK, TX 79424CRD# 2035500Firm CRD# 114531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Craig Mcdonald · LUBBOCK, TX
Registration
CRD #2035500 · ISLAY CAPITAL MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

MCDONALD CAPITAL MANAGEMENT
Jun 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Registration record
First registered · June 1, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ISLAY CAPITAL MANAGEMENT, LLC
CRD 114531 · SEC 801-61327
AUM
$287M
Regulatory assets under management
Employees
2
367 client accounts
Services offered by ISLAY CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ISLAY CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Eric Craig Mcdonald offer?
Eric Craig Mcdonald specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Eric Craig Mcdonald's credentials?
Eric Craig Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Craig Mcdonald located?
Eric Craig Mcdonald is based in LUBBOCK, Texas, working with ISLAY CAPITAL MANAGEMENT, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Eric Craig Mcdonald charge for services?
Eric Craig Mcdonald's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ISLAY CAPITAL MANAGEMENT, LLC?
ISLAY CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey Michael Mercer
LUBBOCK, TX

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