MCNALLY ADVISORS, LLC

RIASEC RegisteredEst. 2011
Total AUM
$681M
Discretionary
$681M
100% of AUM
Avg account
$42.6M
Accounts
16
Employees
21
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
158707
Registered since
August 12, 2011
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mcnally Advisors, LLC is an SEC‑registered independent RIA and fund manager that acts as both advisor and capital allocator for institutional clients. The firm operates as a limited liability company and serves primarily as manager and sponsor of pooled investment vehicles, with portfolio management responsibilities for both individual/small business accounts and pooled funds. Mcnally deploys a multi‑strategy approach centered on private market allocations, and it functions as a general partner and managing member on a number of the vehicles it advises. Investment activity skews toward privately negotiated and pooled investments rather than public equity trading. The firm’s fee model combines a percentage of assets under management with fixed fees and performance‑based compensation, consistent with active fund management and GP roles. Mcnally is not positioned as an active ESG investor and currently concentrates its activities inside its primary jurisdiction rather than as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Brian Grogan

    Chief Financial Officer & Chief Compliance OfficerCRD 6835116

  • WARD MCNALLY

    Founder and Co-CEOCRD 5894714

  • Louis Rassey

    Co-CEO, Managing PartnerCRD 7896691

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
151 N Franklin St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth