ISLAY CAPITAL MANAGEMENT, LLC
Legal name: MCDONALD CAPITAL MANAGEMENT
CRD #114531 SEC #801-61327 LUBBOCK, TX 806-744-8617
SEC Registered Private Funds
Total AUM
$306.1M
Discretionary
$306.1M
Employees
2
Clients
10
Accounts
380
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $306.1M | $306.1M | $0 | 2 | 1 |
| Feb 2024 | $286.9M | $286.9M | $0 | 2 | 1 |
| Mar 2023 | $238.4M | $238.4M | $0 | 5 | 0 |
| Jun 2022 | $233.4M | $233.4M | $0 | 2 | 0 |
| Mar 2022 | $233.4M | $233.4M | $0 | 2 | 0 |
| Feb 2021 | $208.3M | $206.3M | $2M | 2 | 0 |
| Jun 2020 | $191.7M | $189.9M | $1.9M | 4 | 0 |
| Apr 2020 | $191.7M | $189.9M | $1.9M | 4 | 0 |
| Feb 2020 | $191.7M | $189.9M | $1.9M | 4 | 0 |
| Mar 2019 | $176.5M | $174.7M | $1.8M | 4 | 0 |
| Mar 2018 | $169M | $167.2M | $1.8M | 3 | 0 |
| Apr 2017 | $149.7M | $148M | $1.7M | 3 | 100 |
| Mar 2017 | $149.7M | $148M | $1.7M | 3 | 100 |
| Mar 2016 | $157.6M | $157.6M | $0 | 5 | 200 |
| Mar 2015 | $160.3M | $160.3M | $0 | 5 | 200 |
| Aug 2014 | $161.4M | $161.4M | $0 | 4 | 300 |
| Mar 2014 | $161.4M | $161.4M | $0 | 4 | 300 |
| Mar 2014 | $161.4M | $161.4M | $0 | 4 | 300 |
| Jan 2013 | $143M | $143M | $0 | 4 | 200 |
| Mar 2012 | $121.5M | $121.5M | $0 | 1 | 200 |
| Feb 2011 | $108.4M | $108.4M | $0 | 5 | -- |
| Feb 2009 | $70.4M | $70.4M | $0 | 5 | -- |
| Mar 2008 | $73.8M | $73.8M | $0 | 5 | -- |
| Mar 2007 | $71.4M | $71.4M | $0 | 5 | -- |
| Mar 2006 | $62.9M | $62.9M | $0 | 5 | -- |
DateFeb 2025
Total AUM$306.1M
Discretionary$306.1M
Non-Disc.$0
Employees2
Clients1
DateFeb 2024
Total AUM$286.9M
Discretionary$286.9M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$238.4M
Discretionary$238.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$208.3M
Discretionary$206.3M
Non-Disc.$2M
Employees2
Clients0
DateJun 2020
Total AUM$191.7M
Discretionary$189.9M
Non-Disc.$1.9M
Employees4
Clients0
DateApr 2020
Total AUM$191.7M
Discretionary$189.9M
Non-Disc.$1.9M
Employees4
Clients0
DateFeb 2020
Total AUM$191.7M
Discretionary$189.9M
Non-Disc.$1.9M
Employees4
Clients0
DateMar 2019
Total AUM$176.5M
Discretionary$174.7M
Non-Disc.$1.8M
Employees4
Clients0
DateMar 2018
Total AUM$169M
Discretionary$167.2M
Non-Disc.$1.8M
Employees3
Clients0
DateApr 2017
Total AUM$149.7M
Discretionary$148M
Non-Disc.$1.7M
Employees3
Clients100
DateMar 2017
Total AUM$149.7M
Discretionary$148M
Non-Disc.$1.7M
Employees3
Clients100
DateMar 2016
Total AUM$157.6M
Discretionary$157.6M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$0
Employees5
Clients200
DateAug 2014
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees4
Clients300
DateMar 2014
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees4
Clients300
DateMar 2014
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees4
Clients300
DateJan 2013
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees1
Clients200
DateFeb 2011
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$70.4M
Discretionary$70.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$62.9M
Discretionary$62.9M
Non-Disc.$0
Employees5
Clients--