MCDONNELL CAPITAL MANAGEMENT

Legal name: MCDONNELL WEALTH MANAGEMENT, LLC

CRD 164252File 801-133008

APPROVED

Retail clients

Filing as of Feb 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$166.7M

Bottom 25% of cohort (national)

Discretionary AUM

$162.4M

Non-discretionary $4.3M

Clients

159

467 accounts

Employees

Bottom 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 16, 2025
Principal office: 19550 S HARLEM AVENUE, SUITE 3, FRANKFORT, IL, 60423
Phone: 708-925-9507
Website: HTTP://WWW.MCDONNELL-CAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $166.7M
Discretionary AUM: $162.4M
Non-discretionary AUM: $4.3M
Discretionary accounts: 465
Non-discretionary accounts: 2
Total accounts: 467
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	16	$23.9M
High net worth individuals	35	$79.2M
Individuals (other than high net worth individuals)	108	$63.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.