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ISLAY CAPITAL MANAGEMENT, LLC
ISLAY CAPITAL MANAGEMENT, LLC
MCDONALD CAPITAL MANAGEMENT
LUBBOCK, Texas
·
3 registered advisors
·
CRD# 114531
SEC# 801-61327
0
806-744-8617
01
Firm Overview
AUM
$287M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ISLAY CAPITAL MANAGEMENT, LLC
3 registered advisors
Becky Lynn Jones
LUBBOCK, Texas
CRD# 5896521
Eric Craig Mcdonald
LUBBOCK, Texas
CRD# 2035500
Jeffrey Michael Mercer
LUBBOCK, Texas
CRD# 4935524
05
Office Locations
LUBBOCK, Texas
3 advisors
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Data sourced from SEC Form ADV filings. ISLAY CAPITAL MANAGEMENT, LLC (CRD# 114531) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.