MCDONNELL CAPITAL MANAGEMENT
  • MCDONNELL CAPITAL MANAGEMENT
  • MCDONNELL WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 06/18/2025
Registration status Registration Changed to MCDONNELL WEALTH MANAGEMENT, LLC
ADV Location FRANKFORT, IL, United States
Contact Info 708 xxxxxxx
Websites
AUM* 132,729,967 25%
of that, discretionary 128,971,355 21%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 915,379 207%
% High Net Worth 18.67% 100%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees