O'DONNELL FINANCIAL SERVICES, LLC

CRD 172520File 801-110717

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$427.1M

Below cohort median (national)

Discretionary AUM

$410.8M

Non-discretionary $16.2M

Clients

995

999 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jun 26, 2017
Principal office: 1101 FIFTH AVE., SUITE 150, SAN RAFAEL, CA, 94901
Phone: 8664962300
Website: HTTPS://WWW.FACEBOOK.COM/ODONNELLFINANCIAL

Assets & accounts

ADV Item 5F

Total regulatory AUM: $427.1M
Discretionary AUM: $410.8M
Non-discretionary AUM: $16.2M
Discretionary accounts: 969
Non-discretionary accounts: 30
Total accounts: 999
AUM per client: $429K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.4M
Charitable organizations	Fewer than 5	$99K
High net worth individuals	94	$176.6M
Pension and profit sharing plans	Fewer than 5	$692K
Individuals (other than high net worth individuals)	901	$248.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.