O'Donnell Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated March 26, 2026, reports $427M in regulatory assets under management, 12 employees, 2 offices, and 999 accounts.
Assets Under Management
$427M
Employees
12
Offices
2 offices
Total Clients
995
Primary office
SAN RAFAEL, CA
1101 FIFTH AVE., SUITE 150, SAN RAFAEL, CA, United States
Top client segmentIndividuals represent 90.6% of total clients.
Top client categories% of clientsClients
1
Individuals
90.6%
901
2
HNWI
9.4%
94
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$427Mas of March 26, 2026
Discretionary96.2%
$411M
96% of total RAUM96.2%
Non-discretionary3.8%
$16M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$427M
Total Accounts999
10Y AUM Change+$323M (+310.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee83:1
10Y Employee Change+7 (+140.0%)
* 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.