Mcdonald Partners LLC

Overview

Mcdonald Partners LLC is a Broker Dealer and registered investment adviser based in Cleveland, OH, registered since 2005. It reports $1.3B in assets under management across 1,765 accounts, with 29 employees. Its 31 registered representatives work across 5 branch offices in 2 states.

Reported AUM

$1.3B

Discretionary

62%

Accounts

1,765

Average account

$725K

Employees

29

Registered reps

31

Branch offices

5

Registered since

2005

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Commissions, Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Private Placements
• Retirement/Pension Products
• 2 more

Executive officers 3 of 9

• Arnold Beatty McDonald Chief Executive Officer, Chief Financial Officer, Municipal Securities Principal CRD 5126644
• Brian Andrew McDonald Owner CRD 3037343
• John Edward McArdle III Owner CRD 5386698

6 more executive officers, with direct contact details

Registered reps 3 of 31

• Maryanne Rita Battistone Registered Rep · Investment Adviser Rep CRD 2171547
• Casey Gene Bunker Registered Rep CRD 4856728
• Dylan Ray Casler Investment Adviser Rep CRD 7397379

28 more registered reps, with emails, phones and branch locations

Location

Headquarters

1301 E 9th St Ste 3700
Cleveland, OH 44114

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Branch offices

5 in 2 states, including Ann Arbor, MI, Beachwood, OH and Boyne City, MI

Registrations

• SEC registered, limited liability company formed in Ohio
• Registered in 48 jurisdictions
• Website: mcdonald-partners.com

Every state, with registration dates

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