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DOLAN MCENIRY CAPITAL MANAGEMENT LLC
CRD 108658File 801-54756
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.76B
Top 10% of cohort (national)
Discretionary AUM
$13.76B
Clients
78
6,403 accounts
Employees
26
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 15, 1997
- Principal office
- 120 NORTH LASALLE STREET, SUITE 1510, CHICAGO, IL, 60602-2457
- Phone
- 312-345-4800
- Website
- HTTP://WWW.DOLANMCENIRY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.76B
- Discretionary AUM
- $13.76B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,403
- Non-discretionary accounts
- 0
- Total accounts
- 6,403
- AUM per client
- $176.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $144.2M |
| Non-U.S. persons | 6 | $313.7M |
| Investment companies | 1 | $486.4M |
| Charitable organizations | 26 | $1.71B |
| High net worth individuals | 24 | $212.4M |
| Pooled investment vehicles | 4 | $311.8M |
| State or municipal government entities | Fewer than 5 | $650.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 6,403 | 78 | decreased by6,325 |
| Apr 1, 2026 | Employees | 23 | 26 | increased by3 |
| Apr 1, 2026 | Clients | 5,920 | 6,403 | increased by483 |
| Apr 1, 2026 | AUM | $12,615,105,475 | $13,758,579,052 | increased by$1,143,473,577 |
| Apr 1, 2026 | Accounts | 5,920 | 6,403 | increased by483 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 23 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,981 | 5,920 | increased by2,939 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,666,870,007 | $12,615,105,475 | increased by$4,948,235,468 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,981 | 5,920 | increased by2,939 |
| Apr 1, 2022 | Employees | 17 | 20 | increased by3 |
| Apr 1, 2022 | Clients | 2,832 | 2,981 | increased by149 |
| Apr 1, 2022 | AUM | $8,007,169,798 | $7,666,870,007 | decreased by$340,299,791 |
| Apr 1, 2022 | Accounts | 2,832 | 2,981 | increased by149 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DOLAN MCENIRY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DOLAN MCENIRY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.