RIA Intel›Advisers›Ohio›MCDONALD PARTNERS LLC

MCDONALD PARTNERS LLC

Advisory

N·CLEVELAND, OH

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

+15.4%

3-Year CAGR

-7.6%

Employees

29

Assets Under Management

Total AUM$1.3B

Discretionary AUM$797M

Non-Discretionary AUM$482M

Discretionary %62.3%

Total Clients1,347

Team

Total Employees29

Investment Advisers29

Employee Growth (1Y)+3.1%

Filing History

Total Filings on Record60

First FilingAug 25, 2005

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 60 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MCDONALD PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.