MCDONNELL WEALTH MANAGEMENT, LLC
Doing business as MCDONNELL CAPITAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$166,690,509
Discretionary
$162,398,300
Non-discretionary
$4,292,209
Firm details
- CRD number
- 164252
- SEC file number
- 801-133008
- Main office
- FRANKFORT, IL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.MCDONNELL-CAPITAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.