Joseph McDonnell
McDonnell Capital Management · Frankfort, Illinois
Joseph McDonnell is a fee-only financial advisor at McDonnell Capital Management in Frankfort, Illinois, who holds the CFP and PFS credentials. McDonnell Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | McDonnell Capital Management |
|---|---|
| Based in | Frankfort, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $166.7M across 467 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in IL, IN, TX, VA · CRD 4762380 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mcdonnell-capital.com |
| Profile |
How Joseph's firm compares
- McDonnell Capital Management's average account is about $357,000, from its Form ADV (assets managed divided by 467 accounts).
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Questions about Joseph
Is Joseph McDonnell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and McDonnell Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, McDonnell Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Joseph work with clients virtually?
Yes. McDonnell Capital Management says on its website that it works with clients remotely.
Where is Joseph McDonnell based?
Joseph McDonnell is based in Frankfort, Illinois.
What credentials does Joseph McDonnell hold?
Joseph McDonnell holds the CFP and PFS credentials.
Is Joseph McDonnell registered with the SEC?
Yes. Joseph McDonnell is registered as an investment adviser representative in IL, IN, TX and VA (CRD 4762380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does McDonnell Capital Management manage?
McDonnell Capital Management reports $166.7M across 467 accounts in assets under management.
How do I contact Joseph McDonnell?
Through Joseph's website, www.mcdonnell-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- McDonnell Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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