{
  "crd_number": 108658,
  "slug": "dolan-mceniry-capital-management-llc-chicago-il-108658",
  "primary_business_name": "DOLAN MCENIRY CAPITAL MANAGEMENT LLC",
  "legal_name": "DOLAN MCENIRY CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1997-08-15",
  "years_registered": 29,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 13758579052.0,
  "raum_discretionary": 13758579052.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 26,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 9924617352.0,
      "count": 6325,
      "description": "WRAP, ENDOWMENT, UNION, PARTNERSHIP, MANAGED ACCOUNT PLATFORM"
    },
    "charitable": {
      "raum": 1714759682.0,
      "count": 26
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 650677045.0,
      "count": 3,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 486408948.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 212382986.0,
      "count": 24
    },
    "pooled_investment_vehicles": {
      "raum": 311801507.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 144203541.0,
      "count": 14
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 313727991.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://dolanmceniry.com",
    "https://linkedin.com/company/dolan-mceniry-capital-management-llc/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108658",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/dolan-mceniry-capital-management-llc-chicago-il-108658",
  "display_name": "Dolan McEniry Capital Management LLC",
  "summary": "Dolan McEniry Capital Management LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 1997, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Dolan McEniry Capital Management LLC (CRD 108658): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Dolan McEniry Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dolan McEniry Capital Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Dolan McEniry Capital Management LLC located?",
      "a": "Dolan McEniry Capital Management LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Dolan McEniry Capital Management LLC registered with the SEC or a state?",
      "a": "Dolan McEniry Capital Management LLC is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 108658."
    },
    {
      "q": "How much does Dolan McEniry Capital Management LLC manage?",
      "a": "Dolan McEniry Capital Management LLC reports $13,758,579,052 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Dolan McEniry Capital Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Dolan McEniry Capital Management LLC: Regulatory assets under management: $8,007,169,798 in the October 2021 data and $13,758,579,052 in the October 2026 data, up 72%. Total employees: 17 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dolan McEniry Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (6,325); charitable organizations (26); high net worth individuals (24)."
    },
    {
      "q": "Which custodians does Dolan McEniry Capital Management LLC use?",
      "a": "Dolan McEniry Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Dolan McEniry Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108658"
    },
    {
      "q": "What changed in Dolan McEniry Capital Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 15 to 11."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 8007169798.0,
      "total_employees": 17,
      "filing_date": "2021-05-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 7666870007.0,
      "total_employees": 20,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 7353608391.0,
      "total_employees": 19,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 9494879573.0,
      "total_employees": 21,
      "filing_date": "2024-02-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12615105475.0,
      "total_employees": 23,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 13758579052.0,
      "total_employees": 26,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 11."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/dolan-mceniry-capital-management-llc-chicago-il-108658.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 24,
      "fewer_than_5": false,
      "raum": 212382986.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 486408948.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 311801507.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 26,
      "fewer_than_5": false,
      "raum": 1714759682.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 650677045.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 6,
      "fewer_than_5": false,
      "raum": 313727991.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 14,
      "fewer_than_5": false,
      "raum": 144203541.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 6325,
      "fewer_than_5": false,
      "raum": 9924617352.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108658",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}