# MCDONALD FINANCIAL SERVICES, LLC

MCDONALD FINANCIAL SERVICES, LLC of MONTGOMERY, AL is an SEC-registered investment adviser.

## Registration

- CRD: 282899
- Type: SEC-registered investment adviser
- SEC file number: 801-107431
- Location: 350 LEAVELL CIRCLE, MONTGOMERY, AL, 36117
- Phone: (334) 387-0094
- Latest filing: 2026-03-31
- Regulatory AUM: $443.5M
- Discretionary AUM: $280.6M
- Non-discretionary AUM: $163.0M
- Clients: 8
- Accounts: 1,022

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Carl Brandt Mcdonald | MANAGING MEMBER / PRESIDENT | — |
| Michael James Barranco | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| HAGEN CHRISTOPHER MICHAEL | MANAGINF MEMBER / SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| MCDONALD CARL BRANDT | MANAGING MEMBER / PRESIDENT | — |
| GANTT KAREN MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| BARRANCO MICHAEL JAMES | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| AUBURN | AL | 1 | (334) 887-7022 |
| DOTHAN | AL | 1 | 334-671-1890 |
| AUBURN | AL | 1 | (334) 887-7022 |
| DOTHAN | AL | 1 | 334-671-1890 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282899/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282899/similar
- Related entities: https://search.stillhousedata.com/firm/282899/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282899

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.