Investment adviser · CRD 164252
MCDONNELL CAPITAL MANAGEMENT
Investment adviser filing (IA)
MCDONNELL WEALTH MANAGEMENT, LLC
FRANKFORT, IL, United States · Form ADV filed Feb 26, 2026
- Regulatory AUM
- $167M Form ADV · Item 5.F
- Client accounts
- 467 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 35 | $79,231,086 | 47.5% |
| Individuals | 108 | $63,606,703 | 38.2% |
| Charities | 16 | $23,852,720 | 14.3% |
Filing source
Form ADV 2053424 · Feb 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
19550 S HARLEM AVENUE, SUITE 3FRANKFORT, IL, 60423, United States
CRD 164252
Filing source
Form ADV 2053424 · Feb 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.