# Jeffrey Mercer

> Jeffrey Mercer is a fee-only financial advisor at Mcdonald Capital Management in Lubbock, Texas. Mcdonald Capital Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-mercer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mcdonald Capital Management
- **Based in:** Lubbock, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $357.7M across 402 accounts
- **CRD:** 4935524 (https://adviserinfo.sec.gov/individual/summary/4935524)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.islaycapital.com

## Frequently asked questions

### Is Jeffrey Mercer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Mcdonald Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Mcdonald Capital Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Jeffrey Mercer based?

Jeffrey Mercer is based in Lubbock, Texas.

### Is Jeffrey Mercer registered with the SEC?

Yes. Jeffrey Mercer is registered as an investment adviser representative in TX (CRD 4935524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mcdonald Capital Management manage?

Mcdonald Capital Management reports $357.7M across 402 accounts in assets under management.

### How do I contact Jeffrey Mercer?

Through Jeffrey's website, www.islaycapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4935524): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.