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 an institutional registered investment adviser organized as an LLC and first registered with the SEC in 1997. The firm serves both individual and family clients as well as institutional accounts, operating primarily on a percentage-of-AUM fee model. Its advisory scope is centered on portfolio management across several wrappers: individual and small-business accounts, investment companies, pooled investment vehicles, and portfolios for businesses or institutions. The firm reports it is not an active ESG investor and is not structured as a multi-state or pension consultant adviser.