RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Edward Aloysius Mcdonough
- Title
- Founder/Chief Investment Officerreportedmcdonoughcapital.comfirm site, Sep 15, 2026
- Designations
- CFP, MBAreportedmcdonoughcapital.comas printed on the bio page, Sep 16, 2026
- Founder
- “® | Founder/Chief Investment Officer Home" />”reportedmcdonoughcapital.comthe sentence on the bio page
- Professional profile
- mcdonoughcapital.com/team/edward-a-mcdonough-bsme-mba-cfpreportedmcdonoughcapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Jackson Wealth Management, LLC independent RIA currentsince May 4, 2016 · Orlando, Fl
- Mcdonough Capital Management, Inc. independent RIA currentsince Nov 14, 2008 · Orlando, Fl
- Mcdonough Wealth Management LLC unclassifiedMar 11, 2022 to Dec 31, 2024 · Guaynabo, Pr
- Altior Capital formerDec 13, 2021 to Oct 4, 2022 · Windermere, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedAug 12, 2009 to Oct 31, 2011 · Orlando, Fl
- Mcdonough Capital Management, Inc. independent RIANov 14, 2008 to Dec 31, 2010 · Orlando, Fl
- Raymond James Financial Services, Inc. unclassifiedApr 16, 1999 to Oct 10, 2009 · Orlando, Fl
- Mcdonough Wealth Management LLC to no registered destinationleft Dec 31, 2024 · Departure, no registered destination
- Altior Capital to Mcdonough Wealth Management LLCleft Oct 4, 2022, registered Mar 11, 2022 (-207 days) · Other
- Raymond James Financial Services Advisors, Inc to Jackson Wealth Management, LLCleft Oct 31, 2011, registered May 4, 2016 (1647 days) · Other
- Raymond James Financial Services, Inc. to Mcdonough Capital Management, Inc.left Oct 10, 2009, registered Nov 14, 2008 (-330 days) · Other
- Edward Aloysius Mcdonough no longer registered at Mcdonough Wealth Management Llc; no later IA registration on IAPDDec 31, 2024 · Advisor departure · fact
- Edward Aloysius Mcdonough left Altior Capital for Mcdonough Wealth Management Llc (registered 2022-03-11)Oct 4, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address