# McDonnell Financial Services

> McDonnell Financial Services is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 282462
- Filed as: MCDONNELL FINANCIAL SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282462
- AdvisorCensus page: https://advisorcensus.com/firm/mcdonnell-financial-services-282462

## Quick answers

**How is McDonnell Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), McDonnell Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is McDonnell Financial Services registered with the SEC or a state?**
McDonnell Financial Services is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282462.

**How much does McDonnell Financial Services manage?**
McDonnell Financial Services reports $9,702,342 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).

**What types of clients does McDonnell Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does McDonnell Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282462

**What changed in McDonnell Financial Services' recent Form ADV filings?**
In the October 2026 filing data: Changed its legal name from McDonnell, Stephen to McDonnell Financial Services.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $9,702,342
- Discretionary: $9,702,342
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $9,702,342 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Changed its legal name from McDonnell, Stephen to McDonnell Financial Services.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McDonnell Financial Services (CRD 282462): Form ADV filing data as of October 2026.