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Mcdonnell Capital Management

Mcdonnell Capital Management. CRD 164252

M

CRD: 164252

Mcdonnell Capital Management

Frankfort, IL, 60423
7089259507
www.mcdonnell-capital.com
$166.7M Total AUM
$162.4M Disc. AUM
-- 3Y CAGR
3 Employees
161 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Horizon frontierVertex
Established Date
06-15-2012
Office Locations
1

Office Locations

19550 S Harlem Avenue Suite 3 Frankfort IL

About Mcdonnell Capital Management

McDonnell Capital Management is an independent, fee-only SEC-registered RIA in Frankfort, Illinois. Family-owned and boutique, its principals work directly with clients, providing fiduciary advice across financial planning, portfolio management, tax, estate, and risk management. The firm emphasizes open-architecture, conflict-free solutions with no commissions, broker-dealers, or proprietary products.

Team overview

49 AVG AGE
$83.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
14 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Timber Signal Quantum Signal Ember Radial Quantum unison

Client Personas

Wave radial Vertex pioneer

Custodian

Oak vector Peak vertex

Investment Themes

Prime quantum Wave catalyst Peak Crest Vector Timber

Investment Vehicles

Zenith crest

Services

Foundation fusion Eagle Quantum catalyst North Value capital Capital north Optima horizon North Foundation

Technology

Wave meridian Delta fusion

Owner & Executives

CHRISTOPHER JOSEPH MCDONNELL

CHRISTOPHER JOSEPH MCDONNELL

Chief Compliance Officer, Managing Member, Principal

CRD
#5710354
Ownership
50% but less than 75%
(222) 585-8308
frontier.quantum@focuscapital.com
in linkedin.com/in/momentum-vertex
JOSEPH JOHN MCDONNELL

JOSEPH JOHN MCDONNELL

Managing Member, PRINCIPAL

CRD
#4762380
Ownership
50% but less than 75%
(528) 368-2943
timber.north@capitalcapital.com
in linkedin.com/in/momentum-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-22-2025
02-26-2026
Category Assets AVG. Account size
Discretionary $162,398,300 $349,244
Non-Discretionary $4,292,209 $2,146,105
Total $166,690,509 $356,939

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Separately Managed Accounts

Total SMA Asset: $166,690,509

$166.7M Total SMA
Equity - Exchange:
26.0%
Public Funds:
14.4%
U.S. Government/Agency:
23.2%
Cash:
36.4%
Asset class Assets Assets %
Equity - Exchange $1,851,866,126 26.0%
Public Funds $1,025,648,931 14.4%
U.S. Government/Agency $1,652,434,389 23.2%
Cash $2,592,612,576 36.4%
Total $7,122,562,022 100.0%

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