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MCDONNELL CAPITAL MANAGEMENT

FRANKFORT, IL · CRD 164252 · IAPD ↗ · mcdonnell-capital.com · 708-925-9507

$166.7MRegulatory AUM
2Advisory reps
3Employees
2Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — MCDONNELL CAPITAL MANAGEMENT reported RAUM up 26% ($132.7M -> $166.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2026 — MCDONNELL CAPITAL MANAGEMENT reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
July 2025 — MCDONNELL CAPITAL MANAGEMENT (FRANKFORT, IL) is newly SEC-registered with $132.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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