RIA Intel›Advisers›California›O'NEIL GLOBAL ADVISORS, INC.

O'NEIL GLOBAL ADVISORS, INC.

Advisory

N·LOS ANGELES, CA

Data as of May 4, 2026 · Source: SEC Form ADV

Total AUM
$402M
1-Year AUM Growth
+29.5%
3-Year CAGR
+1.3%
Employees
8
Assets Under Management
Total AUM$402M
Discretionary AUM$402M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees8
Investment Advisers40
Employee Growth (1Y)-6.7%
Filing History
Total Filings on Record13
First FilingNov 13, 2020
Latest FilingMay 4, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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