{"url":"https://nivawealth.com/firms/mcdonnell-wealth-management-164252","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/164252","regulatoryAum":166690509,"crd":"164252","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5710354","suffix":null,"lastName":"MCDONNELL","firstName":"CHRISTOPHER","middleName":"JOSEPH"},{"crd":"4762380","suffix":null,"lastName":"MCDONNELL","firstName":"JOSEPH","middleName":"JOHN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-05-15","regulatoryAum":132729967,"clients":144,"employees":2,"offices":1},{"filedOn":"2026-02-26","regulatoryAum":166690509,"clients":159,"employees":3,"offices":1}],"secFileNumber":"801-133008","legalName":"McDonnell Wealth Management, LLC","displayName":"McDonnell Wealth Management","slug":"mcdonnell-wealth-management-164252","website":"https://mcdonnell-capital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"19550 S Harlem Avenue, Suite 3","city":"Frankfort","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60423"},"tradeNames":[],"registration":{"secApproved":"16 June 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":998865.6573426573,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":166690509,"discretionary":162398300,"discretionaryAccounts":465,"nonDiscretionary":4292209,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":108,"regulatoryAum":63606703},{"label":"High-net-worth individuals","clients":35,"regulatoryAum":79231086},{"label":"Charitable organizations","clients":16,"regulatoryAum":23852720}],"feePrograms":[{"role":"main","program":"Investment Management","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.25,"from":0},{"to":2000000,"pct":1,"from":500000},{"to":5000000,"pct":0.85,"from":2000000},{"to":null,"pct":0.75,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012319","versionId":1012319,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-02-26","documentName":"MCDONNELL WEALTH MANAGEMENT, LLC BROCHURE","fee_rate_low":0.75,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"quarterly","fee_minimum_annual":2000},{"role":"other","program":"Employee Retirement and Benefit Plan Consulting","summary":"Annual asset-based fee on plan assets: 1.00% first $1,000,000, 0.65% next $4,000,000, 0.50% next $10,000,000; negotiable above $15,000,000; minimum $1,000 per quarter.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012319","versionId":1012319,"submittedOn":"2026-02-26","documentName":"MCDONNELL WEALTH MANAGEMENT, LLC BROCHURE"},{"role":"other","program":"Integrated Financial Planning","summary":"Fixed fee typically $2,000 to $5,000 (comprehensive plan minimum $2,000), or hourly at $200-$400 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012319","versionId":1012319,"submittedOn":"2026-02-26","documentName":"MCDONNELL WEALTH MANAGEMENT, LLC BROCHURE"},{"role":"other","program":"Other Advisory Services","summary":"Project or one-time planning, policy statements and education billed hourly at $200-$400 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012319","versionId":1012319,"submittedOn":"2026-02-26","documentName":"MCDONNELL WEALTH MANAGEMENT, LLC BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:32:28.862777+00:00","documents":[{"name":"MCDONNELL WEALTH MANAGEMENT, LLC BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012319","versionId":1012319,"submittedOn":"2026-02-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":162398299}],"custodyNote":"McDonnell Wealth Management does not have custody of client assets.","leadership":[{"name":"Christopher McDonnell","title":"Managing Member, Principal and Chief Compliance Officer","crd":"5710354"},{"name":"Joseph McDonnell","title":"Managing Member and Principal","crd":"4762380"}],"ownership":[{"label":"Christopher McDonnell","detail":"Managing member, principal and chief compliance officer in the 50% to 75% ownership band and a control person, since June 2012."},{"label":"Joseph McDonnell","detail":"Managing member and principal in the 50% to 75% ownership band and a control person, since June 2012."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"19550 S Harlem Avenue, Suite 3","city":"Frankfort","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"708-925-9507","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":49},{"label":"U.S. government/agency bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":45},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"26 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/164252/PDF/164252.pdf","brochureDate":"26 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012319","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does McDonnell Wealth Management have?","answer":"McDonnell Wealth Management has 159 clients and manages $167 million for them, as of February 2026. They include 108 individual clients, 35 high-net-worth individuals and 16 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McDonnell Wealth Management offer?","answer":"McDonnell Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does McDonnell Wealth Management charge?","answer":"McDonnell Wealth Management charges 0.75%–1.25% a year for its Investment Management. Each asset band is charged at its own rate. The fee is negotiable and has a $2,000 annual minimum.","source":"MCDONNELL WEALTH MANAGEMENT, LLC BROCHURE, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does McDonnell Wealth Management use?","answer":"McDonnell Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $162M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does McDonnell Wealth Management have?","answer":"McDonnell Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does McDonnell Wealth Management invest in?","answer":"At the end of its last fiscal year, McDonnell Wealth Management’s separately managed accounts held 49% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns McDonnell Wealth Management?","answer":"McDonnell Wealth Management’s direct owners are Christopher McDonnell (50% to 75%) and Joseph McDonnell (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McDonnell Wealth Management get paid?","answer":"McDonnell Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is McDonnell Wealth Management registered with the SEC?","answer":"Yes, McDonnell Wealth Management has been registered with the SEC as an investment adviser since 16 June 2025. Its CRD number is 164252 and its SEC file number is 801-133008.","source":"Form ADV Part 1A, Item 1, filed 26 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact McDonnell Wealth Management?","answer":"McDonnell Wealth Management’s main office is at 19550 S Harlem Avenue, Suite 3, Frankfort, IL 60423. Its phone number is 708-925-9507. Its website is mcdonnell-capital.com.","source":"Form ADV Part 1A, Item 1.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}