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MCNALLY ADVISORS, LLC

CHICAGO, IL · CRD 158707 · IAPD ↗ · mcnallycapital.com · 312-357-3710

$680.9MRegulatory AUM
20Advisory reps
21Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MCNALLY ADVISORS, LLC crossed $500M in regulatory AUM ($379.8M -> $680.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2025 — MCNALLY ADVISORS, LLC now reports custody of client assets ($379.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2025 — MCNALLY ADVISORS, LLC grew from 14 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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