# Dolan McEniry Capital Management LLC

> 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.

- CRD: 108658
- Filed as: DOLAN MCENIRY CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108658
- AdvisorCensus page: https://advisorcensus.com/firm/dolan-mceniry-capital-management-llc-chicago-il-108658

## Quick answers

**How is Dolan McEniry Capital Management LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Dolan McEniry Capital Management LLC located?**
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).

**Is Dolan McEniry Capital Management LLC registered with the SEC or a state?**
Dolan McEniry Capital Management LLC is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 108658.

**How much does Dolan McEniry Capital Management LLC manage?**
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).

**How have Dolan McEniry Capital Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Dolan McEniry Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: other (6,325); charitable organizations (26); high net worth individuals (24).

**Which custodians does Dolan McEniry Capital Management LLC use?**
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.

**Does Dolan McEniry Capital Management LLC report any disciplinary disclosures?**
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

**What changed in Dolan McEniry Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 11.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley
- UBS Financial Services Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $13,758,579,052
- Discretionary: $13,758,579,052
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 24 | $212,382,986 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $486,408,948 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $311,801,507 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 26 | $1,714,759,682 |
| State or municipal government entities (including government pension plans) | 3 | $650,677,045 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 6 | $313,727,991 |
| Corporations or other businesses not listed above | 14 | $144,203,541 |
| Other | 6,325 | $9,924,617,352 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 26 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Lake Forest, IL
- Vero Beach, FL

### Websites listed on Form ADV (Item 1.I)
- dolanmceniry.com
- LinkedIn @dolan-mceniry-capital-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,007,169,798 | 17 | May 26, 2021 |
| October 2022 | $7,666,870,007 | 20 | March 10, 2022 |
| October 2023 | $7,353,608,391 | 19 | March 17, 2023 |
| October 2024 | $9,494,879,573 | 21 | February 22, 2024 |
| October 2025 | $12,615,105,475 | 23 | March 18, 2025 |
| October 2026 | $13,758,579,052 | 26 | March 10, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dolan McEniry Capital Management LLC (CRD 108658): Form ADV filing data as of October 2026.