RIA Intel›Advisers›Indiana›O'DONNELL PORTFOLIO MANAGEMENT, INC.

O'DONNELL PORTFOLIO MANAGEMENT, INC.

Advisory

IN

Data as of Feb 23, 2026 · Source: SEC Form ADV

Average account

$261K

across 149 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIN

Succession Risk

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

See plansIncluded with the Intelligence plan

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

51 clients

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

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Advisers of similar size in IN

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

UNIFIED INVESTMENT ADVISERS, INC.

INDIANAPOLIS, IN

$39M

$39M

RELEVANT FINANCIAL ADVISORS LLC

$39M

MWM ADVISORY GROUP, LLC

$39M

SCHACHT VALUE INVESTORS, LLC

$38M

HERNDON INVESTMENT MANAGEMENT, LLC

$38M

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