MCDONNELL CAPITAL MANAGEMENT
SEC RegisteredThere's a traditional financial adviser, Then there's MCM.
About the firm
McDonnell Capital Management ("McDonnell Capital") is an SEC registered investment adviser headquartered in Frankfort, Illinois. As an independent and fee-only Registered Investment Adviser, MCM maintains fiduciary standards that exceed those governing the investment industry in the U.S. It is a boutique, family-owned firm whose principals work directly with each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Multi-disciplinary expertise across financial planning, investments, tax, estate and risk management, provided as a fee-only, independent RIA with no broker-dealers, no proprietary products, and no commissions.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $64M |
| High Net Worth Individuals | 35 | $79M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 16 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
2 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next portion up to $2,000,000 | 1.00% |
| Next portion up to $5,000,000 | 0.85% |
| Above $5,000,000 | 0.75% |
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCDONNELL CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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