RIA Intel›Advisers›California›O'DONNELL FINANCIAL SERVICES, LLC

O'DONNELL FINANCIAL SERVICES, LLC

Advisory

N·SAN RAFAEL, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$427M

1-Year AUM Growth

+6.3%

3-Year CAGR

+4.2%

Employees

4

Assets Under Management

Total AUM$427M

Discretionary AUM$411M

Non-Discretionary AUM$16M

Discretionary %96.2%

Total Clients918

Team

Total Employees4

Investment Advisers12

Employee Growth (1Y)-50.0%

Filing History

Total Filings on Record28

First FilingMay 26, 2017

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 28 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on O'DONNELL FINANCIAL SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.