Rita Mansour
Financial advisor at McDonald Partners LLC · Toledo, OH
Last updated 2026-10-10
Claim your profileRita Mansour is a financial advisor at McDonald Partners LLC in Toledo, OH, CRD 1968418. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1999-11-22.
Registration
- CRD number
- 1968418
- Registration status
- Active
- IAPD registration
- 1999-11-22
- Industry Experience
- 26 years
- Work Experience
- 20 years
- States registered
- CA, OH, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2006-09 to Present · McDonald Partners, LLC · Toledo, OH
Current employment
- McDonald Partners LLC · Cleveland, OH
McDonald Partners LLC
- Regulatory AUM
- $1,279,273,513
- Registered advisors
- 24
- Offices
- 19
- Clients per advisor
- 48.8 (Low)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 25.0% (Moderate)
McDonald Partners LLC: advisors, services and reported ETF investments
About
Rita Mansour is a financial advisor at McDonald Partners LLC in Toledo, OH. Reported securities licenses include Series 63 and Series 65. The latest record indicates 26 years of industry experience and 20 years of reported work history.
SEC disclosures list additional business and community activities: Greater Toledo Community Foundation - Grants Committee (volunteer); Arts Commission Of Greater Toledo - Honorary Board Member (volunteer); Mccord Properties - Active Member; Mansour Properties - Active Member; Toledo Museum Of Art - Board Member (volunteer); Ohio Arts Council Board - Member; Eden Rock Montenegro Llc (mcdonald Partners Private Fund: O; O - board member; umbrella capital llc (investment-related) - toledo, oh.
McDonald Partners LLC's firm-level Form ADV reports 24 advisors across 19 offices; approximately 48.8 clients per advisor, average assets per client of $1,093,396, and regulatory AUM of $1.3B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $101.1M across 153 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Rita Mansour personally.
Reported ETF positions
McDonald Partners reports 153 ETF positions worth $101.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| EMXC — iShares MSCI Emerging Markets ex China ETF | $16.1M |
| VOO — Vanguard S&P 500 ETF | $12M |
| SPY — SPDR S&P 500 ETF TRUST | $6.1M |
| IUSG — iShares Core S&P U.S. Growth ETF | $6M |
| JSMD — Janus Henderson Small/Mid Cap Growth Alpha ETF | $4.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
McDonald Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $608.8K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $12M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FYX — First Trust Small Cap Core AlphaDEX Fund | $14.4K | Top 99.2% | Residual alpha +2.70% · Residual Sharpe 0.12 |
| Diversification Benefits | ACYN — FT Vest Laddered Autocallable Barrier & Income ETF | $790K | Top 98.7% | Replicability (R²) 58.1% · Residual Sharpe 3.94 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by McDonald Partners LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Engaged in Other Business
- Other Business Is Primary Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
One Seagate, Toledo, OH 43604
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 216-912-0567
- Website: mansourwealthmanagement.com
Official record
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