Jeffrey Mercer
Mcdonald Capital Management · Lubbock, Texas
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.
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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 | $357.7M across 402 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4935524 |
| Exams passed | Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.islaycapital.com |
How Jeffrey's firm compares
- Mcdonald Capital Management's average account is about $890,000, from its Form ADV (assets managed divided by 402 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lubbock
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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