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| Keyboard |
| Dolan McEniry Capital Management LLC
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|---|---|
| CRD # | 108658 |
| SEC # | 801-54756 |
| CIK # | |
| AUM | 13.76 B (2026-03-10) |
| Employees | 26 (42% Investors, 0% Brokers) |
| Phone | 312-345-4800 |
| Address | 120 North LaSalle Street, Suite 1510 Chicago, IL 60602-2457 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 24 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 26 | 1.7 |
| (i) State or municipal government entities | 3 | 0.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 6 | 0.3 |
| (m) Corporations or other businesses not listed above | 14 | 0.1 |
| (n) Other | 6,325 | 9.9 |
| Total | 6,403 | 13.8 |
| By Discretionary | ||
| Discretionary | 6,403 | 13.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,403 | 13.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 11.5 | |
| Total | 6,403 | 13.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.9B |
| Serves | Institutional, Retail |
| LEI | 254900920DFC3A2UF074 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pine Ridge Advisers LLC
✚
|
NY | 14.42 B |
|
Aptus Capital Advisors LLC
✚
|
AL | 14.14 B |
|
Prime Buchholz LLC
✚
|
NH | 14.07 B |
|
Mission Wealth Management LP
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|
CA | 13.91 B |
|
Advisor Partners II LLC
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|
CA | 13.91 B |
|
Madison Investment Advisors LLC
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|
WI | 13.84 B |
|
Sapient Capital LLC
✚
|
IN | 13.76 B |
|
Clearbrook Investment Consulting LLC
✚
|
NY | 13.72 B |
|
Kestra Private Wealth Services LLC
✚
|
TX | 13.45 B |
|
Sarofim Trust Co LTA
✚
|
TX | 12.96 B |