DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Dolan Mceniry Capital Management LLC
Latest filing Mar 10, 2026
First filing on the tape Mar 29, 2012 · 20 filings
SEC status approved since Aug 15, 1997
RAUM
$14B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
1.5%
$212M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
26
11 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$14B as of Mar 10, 2026
Mar 29, 2012$2.9B then
HNW client RAUM$212M as of Mar 10, 2026
Feb 27, 2018$214M then
State-registered IARs (5.B.3)0 as of Mar 10, 2026
Mar 29, 20120 then
Employees (5.A)26 as of Mar 10, 2026
Mar 27, 201310 then
Private funds: no history
RAUM +9.1% over the last fiscal year+23% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 10, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.8MderivedHNW RAUM over HNW clients
- Average account
- $2.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 19%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -11%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Charitable organizations$1.7B45%
- State and municipal entities$651M17%
- Investment companies$486M13%
- Sovereign wealth funds$314M8.2%
- Pooled investment vehicles$312M8.1%
- High-net-worth individuals$212M5.5%
- Corporations and businesses$144M3.8%
- Individual clients
- 0reported
- HNW clients
- 24reported
- Pension plan clients
- 0reported
- Charitable clients
- 26reported
- Accounts
- 6,403reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $9.0B managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.02 fund_share=0.06 institutional_share=0.19 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- David Daniel Dolan · Managing Membercontrolsince 08/1997 · owns 25% to 50%
- Madeline Chantal Heckman · Chief Compliance Officercontrolsince 11/2024 · owns less than 5%
- Scott Roger Mceniry · Managing Membercontrolsince 01/2003 · owns 25% to 50%
Entity owners
- Im Square Holding 2 LLC · Memberdirect · owns 25% to 50%
- Eurazeo Sa · Parentindirect · owns 75% or more of Legendre Holding 36
- Im Square Partners Holding · Parentindirect · owns 75% or more of Im Square Holding 2 LLC
- Im Square Sas · Parentindirect · owns 75% or more of Im Square Partners Holding
- Legendre Holding 36 · Holding Companyindirect · owns 50% to 75% of Im Square Sas
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
- Lake Forest, IL1 employees
- Vero Beach, FL1 employees
What changed
consecutive filings, newest first
- Accounts · 5,920 to 6,403Mar 18, 2025 to Mar 10, 2026
- Advisory employees · 15 to 11Mar 18, 2025 to Mar 10, 2026
- Charity clients · 27 to 26Mar 18, 2025 to Mar 10, 2026
- HNW clients · 27 to 24Mar 18, 2025 to Mar 10, 2026
- Employees · 23 to 26Mar 18, 2025 to Mar 10, 2026
- Discretionary RAUM · $13B to $14BMar 18, 2025 to Mar 10, 2026
- HNW RAUM · $260M to $212MMar 18, 2025 to Mar 10, 2026
- Pooled vehicle RAUM · $239M to $312MMar 18, 2025 to Mar 10, 2026
- RAUM · $13B to $14BMar 18, 2025 to Mar 10, 2026
- Wrap assets (manager) · $8.1B to $9.0BMar 18, 2025 to Mar 10, 2026
- Accounts · 4,433 to 5,920Nov 25, 2024 to Mar 18, 2025
- Advisory employees · 13 to 15Nov 25, 2024 to Mar 18, 2025
- Corporate clients · 10 to 14Nov 25, 2024 to Mar 18, 2025
- Pooled vehicle clients · 3 to 4Nov 25, 2024 to Mar 18, 2025
- Employees · 21 to 23Nov 25, 2024 to Mar 18, 2025
- Financial planning clients · unset to Nov 25, 2024 to Mar 18, 2025
- Discretionary RAUM · $9.5B to $13BNov 25, 2024 to Mar 18, 2025
- HNW RAUM · $259M to $260MNov 25, 2024 to Mar 18, 2025
- Pooled vehicle RAUM · $193M to $239MNov 25, 2024 to Mar 18, 2025
- RAUM · $9.5B to $13BNov 25, 2024 to Mar 18, 2025
- Wrap assets (manager) · $6.1B to $8.1BNov 25, 2024 to Mar 18, 2025
- Accounts · 3,350 to 4,433Mar 17, 2023 to Feb 22, 2024
- Advisory employees · 11 to 13Mar 17, 2023 to Feb 22, 2024
- Charity clients · 28 to 27Mar 17, 2023 to Feb 22, 2024
- Corporate clients · 9 to 10Mar 17, 2023 to Feb 22, 2024
- HNW clients · 28 to 27Mar 17, 2023 to Feb 22, 2024
- Employees · 19 to 21Mar 17, 2023 to Feb 22, 2024
- Discretionary RAUM · $7.4B to $9.5BMar 17, 2023 to Feb 22, 2024
- HNW RAUM · $242M to $259MMar 17, 2023 to Feb 22, 2024
- Pooled vehicle RAUM · $145M to $193MMar 17, 2023 to Feb 22, 2024
- RAUM · $7.4B to $9.5BMar 17, 2023 to Feb 22, 2024
- Wrap assets (manager) · $4.3B to $6.1BMar 17, 2023 to Feb 22, 2024
- Accounts · 2,981 to 3,350Mar 10, 2022 to Mar 17, 2023
- Advisory employees · 13 to 11Mar 10, 2022 to Mar 17, 2023
- Charity clients · 35 to 28Mar 10, 2022 to Mar 17, 2023
- Employees · 20 to 19Mar 10, 2022 to Mar 17, 2023
- Discretionary RAUM · $7.7B to $7.4BMar 10, 2022 to Mar 17, 2023
- HNW RAUM · $284M to $242MMar 10, 2022 to Mar 17, 2023
- Pooled vehicle RAUM · $239M to $145MMar 10, 2022 to Mar 17, 2023
- RAUM · $7.7B to $7.4BMar 10, 2022 to Mar 17, 2023
Signals
4 dated events
- Dolan Mceniry Capital Management Llc reported RAUM $12.6B, up 33% from $9.5B (2024-11-25 to 2025-03-18)Mar 18, 2025 · RAUM change · derived
- Madeline Chantal Heckman (Chief Compliance Officer) appeared on Schedule A of Dolan Mceniry Capital Management LlcNov 25, 2024 · Control person joined · fact
- Michael Jason Scheffler (Chief Compliance Officer) no longer on Schedule A of Dolan Mceniry Capital Management Llc (listed 2024-02-22, absent 2024-11-25)Nov 25, 2024 · Control person left · inference
- Dolan Mceniry Capital Management Llc reported RAUM $9.5B, up 29% from $7.4B (2023-03-17 to 2024-02-22)Feb 22, 2024 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/dolan-mceniry-capital-management-llc/abreportedpublic record, Form ADV, Sep 17, 2026
- Website
- DOLANMCENIRY.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 312-345-4800reportedpublic record, Form ADV, Mar 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026