ISLAY CAPITAL MANAGEMENT, LLC

MCDONALD CAPITAL MANAGEMENT
LUBBOCK, Texas·3 registered advisors·CRD# 114531
SEC# 801-613270806-744-8617
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 PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at ISLAY CAPITAL MANAGEMENT, LLC

3 registered advisors
Becky Lynn Jones
LUBBOCK, Texas
Eric Craig Mcdonald
LUBBOCK, Texas
Jeffrey Michael Mercer
LUBBOCK, Texas
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.