Eric C. Mcdonald

MCDONALD CAPITAL MANAGEMENT

LUBBOCK, TX 79401

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CRD#: 2035500

Professional summary

Eric Craig Mcdonald is a registered financial advisor currently at MCDONALD CAPITAL MANAGEMENT located in Lubbock, Texas.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Eric has worked at 1 firm and has passed the Series 2 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Craig Mcdonald's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 1, 2005 - Present

MCDONALD CAPITAL MANAGEMENT

Office #1: 1655 Main Street Suite 203, Lubbock, TX 79401

RIA

CRD#: 114531

LUBBOCK, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MCDONALD CAPITAL MANAGEMENT

ERIC CRAIG MCDONALD DBA MCDONALD CAPITAL MANAGEMENT | MCDONALD, ERIC CRAIG | MCDONALD CAPITAL MANAGEMENT | ISLAY CAPITAL MANAGEMENT, LLC

CRD#: 114531 / SEC#: 801-61327

RIA

Registered Investment Advisory firm - (8/5/2002 Approved)

Texas

Registered Investment Advisory firm - (8/13/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/1/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 2

Date: 2/8/1990

Non-Member General Securities Examination

Current Firm

MCDONALD CAPITAL MANAGEMENT

ERIC CRAIG MCDONALD DBA MCDONALD CAPITAL MANAGEMENT | MCDONALD, ERIC CRAIG | MCDONALD CAPITAL MANAGEMENT | ISLAY CAPITAL MANAGEMENT, LLC

CRD#: 114531 / SEC#: 801-61327

RIA

Registered Investment Advisory firm - (8/5/2002 Approved)

Texas

Registered Investment Advisory firm - (8/13/2002 Terminated)

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Contact information

Main Address

8001 Quaker Avenue Suite J, Lubbock, TX 79424

Mailing Address

Phone number

(806) 744-8617

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCDONALD CAPITAL MANAGEMENT ADV PART 2 (2/25/2025)

Regulatory assets under management

Total Number of Accounts	380
AUM (Assets Under Management)	$ 306,088,280

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2025	Cover Page	Report
08/14/2024	Cover Page	Report
08/01/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric C. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Craig Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCDONALD CAPITAL MANAGEMENT

Primary Firm SEC Registration

MCDONALD CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 2

Date: 2/8/1990

Current Firm

MCDONALD CAPITAL MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MCDONALD CAPITAL MANAGEMENT

TRUST BUT VERIFY

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