Mcdonald Partners LLC
Cleveland, OH·SEC-registered · CRD #135414
Mcdonald Partners LLC is an SEC-registered investment advisory firm in Cleveland, OH managing $1.3B across 2.6k client accounts, with 29 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
2.6k
Advisory staff
29
Fee model
Fee-based
How Mcdonald Partners LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Mcdonald Partners LLC
How much does Mcdonald Partners LLC manage?
Per its most recent SEC Form ADV filing (06/03/2026), Mcdonald Partners LLC reports $1.3B in regulatory assets under management across roughly 2.6k client accounts.
How does Mcdonald Partners LLC charge?
Mcdonald Partners LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mcdonald Partners LLC a fiduciary?
Yes. Mcdonald Partners LLC is registered with the U.S. Securities and Exchange Commission (CRD #135414), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mcdonald Partners LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mcdonald Partners LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Mcdonald Partners LLC's public SEC Form ADV filing (CRD #135414, filed 06/03/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mcdonald Partners LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mcdonald Partners LLC? Claim this profile.