MCDONALD PARTNERS LLC

CRD

135414

SEC file #

801-64294

EIN

824355614

DBA names

—

Economics

AUM

$1.28B

AUM band

$1B+

AUM trajectory

'20 · $1.11B

'21 · $1.22B

'22 · $1.35B

'23 · $1.63B

'25 · $1.29B

'26 · $1.28B

'20'26

$1.11B → $1.28B▲ +15%

sec adv history

Client mix

Individuals Other	838
Individuals High Net Worth	293
Charitable Organizations	13
Corporations	13
Pension Profit Sharing Plans	9

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 49 advisors

'21 · 41 advisors

'22 · 37 advisors

'23 · 43 advisors

'25 · 33 advisors

'26 · 29 advisors

'20'26

49 advisors → 29 advisors▼ -41%

sec adv history

Primary office

CLEVELAND OH

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed feesCommissions

Filings

Latest ADV filing

04/07/2026

mansourwealthmanagement.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MCDONALD, THOMAS MARION

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

MCDONALD, THOMAS MARION

MCDONALD, ARNOLD BEATTY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MANSOURWEALTHMANAGEMENT.COM

Rdap Domain Creation Date

2012-02-23T21:12:37Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

126

Form 5500 Compensation Trajectory 3y

2024

Form 5500 Plan Count Trajectory 3y

2024

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001764772

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2019-01-24

Edgar Last Filing Date

2019-01-28

Edgar Form D Count

Edgar Form D Offerings

2019-01-282019-01-28 · 0001764772-19-000002

2019-01-242019-01-24 · 0001764772-19-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

15 RESEARCH DRIVEANN ARBOR, MI 48103

Business

15 RESEARCH DRIVEANN ARBOR, MI 48103

Edgar EIN

824355614

Edgar Recent Filings

D2019-01-28 · 0001764772-19-000002

D2019-01-24 · 0001764772-19-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-23T21:12:37Z

Rdap Domain Last Changed

2026-02-24T17:45:47Z

Rdap Nameservers

Ns77.domaincontrol.comNs78.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

326904

Trust Company Affiliate