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Form ADV Part 3 Form CRS June 24, 2020 Introduction Dolan McEniry Capital management, LLC (Dolan McEniry) is registered with the Securities and Exchange Commission (SEC) as an investment adviser.

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Provide details about your current relationship with the company including account number and any previous interactions.

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What is form crs customer relationship?

Form CRS (Customer Relationship Summary) is a document that provides retail investors with information about the services offered by financial firms, including their fees, conflicts of interest, and the types of clients they serve.

Who is required to file form crs customer relationship?

Investment advisers and broker-dealers are required to file Form CRS with the SEC and provide it to their retail clients.

How to fill out form crs customer relationship?

To fill out Form CRS, financial firms must provide specific information in a concise and clear manner, including details about their services, costs, conflicts of interest, and investment strategies, following the SEC's guidelines.

What is the purpose of form crs customer relationship?

The purpose of Form CRS is to enhance transparency for retail investors, helping them make informed decisions about their financial relationships and understand their rights and responsibilities.

What information must be reported on form crs customer relationship?

The information reported on Form CRS includes a summary of the firm's services, fees, risks, conflicts of interest, disciplinary history, and contact information for further inquiries.

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