FRANKFORT, ILCRD 164252Latest ADV February 26, 2026
Mcdonnell Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Frankfort, IL. Its latest Form ADV filing, dated February 26, 2026, reports $167M in regulatory assets under management, 3 employees, and 467 accounts.
Assets Under Management
$167M
Employees
3
Offices
--
Total Clients
159
Primary office
FRANKFORT, IL
19550 S HARLEM AVENUE, SUITE 3, FRANKFORT, IL, United States
Top client segmentIndividuals represent 67.9% of total clients.
Top client categories% of clientsClients
1
Individuals
67.9%
108
2
HNWI
22.0%
35
3
Charitable
10.1%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of February 26, 2026
Discretionary97.4%
$162M
97% of total RAUM97.4%
Non-discretionary2.6%
$4M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$167M
Total Accounts467
10Y AUM Change+$34M (+25.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee53:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.