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Christopher Joseph Mcdonnell

Investment adviser representative at Mcdonnell Capital Management
14 yearsExperience
4 statesRegistered in
$166.7MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Mcdonnell Capital ManagementJun 2012 to now
  2. Mcdonnell Wealth Management, LLCJun 2012 to now

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 4 states (IL, IN, TX, VA).

Mcdonnell Capital Management

Legal name: Mcdonnell Wealth Management, LLC

$166.7MAssets managed
159Clients
2Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5710354
Firm CRD
164252
Advisor's SEC record (opens in a new tab)
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