RIA Intel›Advisers›Ohio›MICHAEL PAUL O'CONNELL

MICHAEL PAUL O'CONNELL

Advisory

Data as of Aug 21, 2026 · Source: SEC Form ADV

Average account

$1M

across 11 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndJuly

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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ANGART & CO.

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