MCDONNELL CAPITAL MANAGEMENT

Overview

Mcdonnell Capital Management is a small independent registered investment adviser that manages concentrated equity portfolios while also incorporating third‑party alternatives and liability‑aware planning for both individual/family and institutional clients. The firm combines traditional portfolio management and financial planning with targeted pension consulting and business-focused investment solutions. Management emphasizes exchange‑traded equities as the primary building block of client portfolios, and the firm identifies itself as an active ESG investor, suggesting ESG integration or use of ESG‑themed vehicles across equity and fixed income sleeves. Mcdonnell does not operate as a capital allocator or run its own pooled funds; instead it sources external managers for alternative exposures and supplements core holdings with mutual funds and annuities when appropriate. Its fee model is flexible—percentage of AUM alongside hourly and fixed fee arrangements—allowing it to serve a mix of high‑net‑worth individuals, families and institutional clients without forcing a single pricing structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices