Jeffrey Michael Mercer
Investment adviser representative at Mcdonald Capital Management
21 yearsExperience
1 stateRegistered in
$357.7MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Mcdonald Capital ManagementJun 2006 to now
- Islay Capital Management, LLCMar 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mcdonald Capital Management
Legal name: Islay Capital Management, LLC
$357.7MAssets managed
183Clients
3Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4935524
- Firm CRD
- 114531