DOLAN MCENIRY CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1997

Total AUM

$13.8B

Discretionary

$13.8B

100% of AUM

Avg account

$2.1M

Accounts

6,403

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 108658
Registered since: August 15, 1997
Website: www.dolanmceniry.com
Custodians: MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM
Client types: Other72.13%
Charitable Organizations12.46%
State / Municipal Government4.73%
Investment Companies3.54%
Sovereign Wealth Funds2.28%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dolan McEniry Capital Management LLC is a privately held investment adviser that has been SEC-registered since 1997 and operates as an LLC. The firm manages portfolios for a mix of individual and family clients as well as institutional and business clients, charging fees based on a percentage of assets under management. Its advisory services cover discretionary portfolio management across individual and small-business accounts, investment companies, pooled investment vehicles, and institutional or business accounts. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant. Ownership is listed as a combination of a domestic entity and an individual, and the firm maintains industry relationships that include broker-dealer affiliations and other investment adviser ties.