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Mcdonald, Eric Craig (Lubbock)


Mcdonald, Eric Craig is a large advisory firm based in Lubbock. It manages $59.96 million of regulatory assets for 224 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of New Mexico and Texas.

Mcdonald, Eric Craig provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcdonald, Eric Craig: assets under management

The assets under management (AUM) of Mcdonald, Eric Craig is $59.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 109% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $267.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcdonald, Eric Craig for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lubbock

The principal office where Mcdonald, Eric Craig performs its advisory services is located at 1655 Main Street, Lubbock, TX 79401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 806-744-8617 or by fax 806-762-8555. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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