# WHITNELL & CO

WHITNELL & CO of OAK BROOK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 104633
- Type: SEC-registered investment adviser
- SEC file number: 801-36433
- Location: 701 HARGER ROAD, SUITE 190, OAK BROOK, IL, 60523-1489
- Phone: 630-575-2300
- Latest filing: 2021-03-26
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $60.0M
- Clients: 25
- Accounts: 1,418

## Officers, owners & control persons (48)

_Showing 25 of 48 people._

| Name | Role | Location |
| --- | --- | --- |
| KELLY PATRICK | BENEFICIARY OF PATRICK JOHN KELLY FAMILY TRUST | MONTREAL, A8 |
| JANUS WAYNE MAYNARD | PRESIDENT, FINANCIAL PLANNING | — |
| KELLY DONALD PHILIP | INVESTOR; TRUSTEE OF DONALD P. KELLY TRUST | — |
| SCHUSTER STEPHEN MICHAEL | CHAIRMAN OF THE BOARD; CHAIRMAN OF THE BOARD,SECRETARY; CO-TRUSTEE (+4 more) | — |
| THONN WILLIAM EUGENE | PRESIDENT, CHIEF EXECUTIVE OFFICER,DIRECTOR; PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR; PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| DOYLE MARK JOSEPH | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| PECKENPAUGH DAVID R | SENIOR VICE PRESIDENT AND CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT, TREASURER | — |
| RICCHIO STEVEN MICHAEL | SENIOR VICE PRESIDENT | — |
| KELLY WILLIAM JOHN | CHAIRMAN OF THE BOARD; CO-MANAGER; ELECTED MANAGER (+2 more) | — |
| KELLY DANIEL JOSEPH | BENEFICIARY OF THOMAS NICHOLAS KELLY FAMILY TRUST | — |
| KELLY ELIZABETH ANNE | BENEFICIARY OF PATRICK JOHN KELLY FAMILY TRUST | — |
| THAYER JOHN PARKER | CHIEF EXECUTIVE OFFICER; DIRECTOR - BOARD OF DIRECTORS | — |
| BOHN WILLIAM MICHAEL | CHAIRMAN - BOARD OF DIRECTORS | — |
| KRISIK STEPHEN J | SENIOR VICE PRESIDENT | — |
| PECKENPAUGH ROBERT EARL | SENIOR VICE PRESIDENT | — |
| KELLY THOMAS NICHOLAS | CO-MANAGER; DIRECTOR; DIRECTOR AND SECRETARY (+3 more) | — |
| DONLEY DANNY SEAN | SENIOR VICE PRESIDENT | — |
| MCGRATH MATTHEW KELLY | BENEFICIARY OF LAURA KELLY MCGRATH FAMILY TRUST; CO-MANAGER; GENERAL PARTNER OF KMK & ASSOCIATES (+1 more) | — |
| KELLY MARGARET ALISON | BENEFICIARY OF PATRICK JOHN KELLY FAMILY TRUST | — |
| KELLY KATHLEEN ELIZABETH | BENEFICIARY OF PATRICK JOHN KELLY FAMILY TRUST | — |
| MCGRATH COLLEEN ELIZABETH | BENEFICIARY OF LAURA KELLY MCGRATH FAMILY TRUST | — |
| MCGRATH BRIAN RICHARD | BENEFICIARY OF LAURA KELLY MCGRATH FAMILY TRUST | — |
| MCGRATH PATRICK RAYMOND | BENEFICIARY OF LAURA KELLY MCGRATH FAMILY TRUST | — |
| KELLY DONALD PHILLIP | BENEFICIARY OF THOMAS NICHOLAS KELLY FAMILY TRUST | — |
| KELLY PETER RICHARD | BENEFICIARY OF THOMAS NICHOLAS KELLY FAMILY TRUST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104633/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104633/similar
- Related entities: https://search.stillhousedata.com/firm/104633/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104633

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.