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DOLAN MCENIRY CAPITAL MANAGEMENT LLC

CHICAGO, IL · CRD 108658 · IAPD ↗ · 312-345-4800

$13.76BRegulatory AUM
11Advisory reps
26Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — DOLAN MCENIRY CAPITAL MANAGEMENT LLC shrank from 15 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2025 — DOLAN MCENIRY CAPITAL MANAGEMENT LLC reported RAUM up 33% ($9.49B -> $12.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2024 — DOLAN MCENIRY CAPITAL MANAGEMENT LLC reported RAUM up 29% ($7.35B -> $9.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.