SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Dolan McEniry Capital Management LLC
Chicago, IL
CRD 108658
Firm filing updated March 10, 2026 ·
- $13.8BAssets
- 11Advisory staff
- 6,403Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Charities26
- High net worth individuals24
- Corporations or other businesses14
- Sovereign funds6
- Pooled vehicles4
- and 1 more1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 24 | $212.4 million |
| Investment companies | 1 | $486.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $311.8 million |
| Charitable organizations | 26 | $1.7 billion |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $650.7 million |
| Sovereign wealth funds and foreign official institutions | 6 | $313.7 million |
| Corporations or other businesses not listed above | 14 | $144.2 million |
| Other: "WRAP, ENDOWMENT, UNION, PARTNERSHIP, MANAGED ACCOUNT PLATFORM" | 6,325 | $9.9 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$13.8 billion
- Accounts6,403
- DiscretionaryAll accounts
People
- Employees26
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 108658, SEC file 801-54756.
- Registered with the SEC as an investment advisor (status date on record: August 15, 1997).
Is Dolan McEniry Capital Management LLC a fiduciary?
Short answer: Dolan McEniry Capital Management LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.