Mcdonald Financial Services, Llc
- Regulatory AUM
- $444M
- Discretionary
- $281M
- Clients
- 721
- Avg AUM / client
- $615K
- Accounts
- 1,022
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 417 | $69.3M | 15.6% |
| High net worth individuals | 223 | $199M | 44.9% |
| Pension and profit sharing plans | 65 | $163M | 36.7% |
| Charitable organizations | 5 | $2.7M | 0.61% |
| Corporations and other businesses | 11 | $9.3M | 2.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Rapa, Lp 401(k) Retirement Plan Rausch & Pausch, Lp | 2024 | |
| Sio2 Medical Products, Inc. 401(k) Plan Sio2 Medical Products, Llc | 2024 | |
| Lyons & Company, Inc. Multiple Employer Plan Lyons & Company, Inc. | 2024 | |
| Shinhan Bank America 401(k) Profit Sharing Plan & Trust Shinhan Bank America | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carl Brandt Mcdonald | Managing Member / President | Feb 2016 (11y) | 50% – 75% | |
| Michael James Barranco | Chief Compliance Officer & Chief Operating Officer | Oct 2018 (8y) | 50% – 75% | |
| Lisa Marie Free | Registered representative | Jul 2016 (10y) | ||
| Mary Kathryn Smith | Registered representative | Jul 2016 (10y) | ||
| Michael Austin Barranco | Registered representative | Mar 2017 (9y) | ||
| Jessica Miles Hemard | Registered representative | Personal Financial Specialist | Jul 2023 (3y) | |
| David Chadwick Conoly | Registered representative | Sep 2024 (2y) | ||
| Donald G. Chastain | Registered representative | Dec 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Rapa, Lp 401(k) Retirement Plan | Rausch & Pausch, Lp | 130 | $5.8M | 01/01/2024 |
| Sio2 Medical Products, Inc. 401(k) Plan | Sio2 Medical Products, Llc | 99 | $7.5M | 01/01/2024 |
| Lyons & Company, Inc. Multiple Employer Plan | Lyons & Company, Inc. | 2,794 | $79.9M | 01/01/2024 |
| Shinhan Bank America 401(k) Profit Sharing Plan & Trust | Shinhan Bank America | 217 | $22.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $303M (68% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗