Overview
Assets Under Management: $167 million
Headquarters: FRANKFORT, IL
High-Net-Worth Clients: 35
Average Client Assets: $2.3 million
Frequently Asked Questions
MCDONNELL CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164252), MCDONNELL CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
MCDONNELL CAPITAL MANAGEMENT is headquartered in FRANKFORT, IL.
MCDONNELL CAPITAL MANAGEMENT serves 35 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, MCDONNELL CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MCDONNELL CAPITAL MANAGEMENT manages $167 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, MCDONNELL CAPITAL MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.53%
Average Client Assets: $2.3 million
Total Client Accounts: 467
Discretionary Accounts: 465
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 164252
Filing ID: 2053424
Last Filing Date: 2026-02-26 12:36:39