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MCDONNELL CAPITAL MANAGEMENT
MCDONNELL WEALTH MANAGEMENT, LLC
CRD 164252 · SEC 801-133008
19550 S HARLEM AVENUE, SUITE 3, FRANKFORT, IL, 60423, United States
Phone
708-925-9507
Fax
708-687-1199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$166.7M
Discretionary AUM
$162.4M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $63.6M |
| High net worth individuals | 35 | $79.2M |
| Charitable organizations | 16 | $23.9M |
States served
IL, IN, NE, VA, TX
All web addresses on file
Official SEC filing: View on IAPD