The O'Donnell Group is an SEC registered investment adviser organized as a corporation with a primary office location in Chico, CA. Its latest Form ADV filing, dated March 18, 2026, reports $492M in regulatory assets under management, 4 employees, 1 office, and 846 accounts.
Assets Under Management
$492M
Employees
4
Offices
1 office
Total Clients
266
Primary office
CHICO, CA
555 MAIN STREET, SUITE 400, CHICO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentBanks represent 42.1% of total clients.
Top client categories% of clientsClients
1
Banks
42.1%
112
2
HNWI
37.6%
100
3
Pension Plans
17.3%
46
4
Charitable
3.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$492Mas of March 18, 2026
Discretionary100.0%
$492M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$492M
Total Accounts846
10Y AUM Change+$348M (+242.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee67:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.