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O'DONNELL FINANCIAL SERVICES, LLC
CRD 172520File 801-110717
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$427.1M
Below cohort median (national)
Discretionary AUM
$410.8M
Non-discretionary $16.2M
Clients
995
999 accounts
Employees
12
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
- HTTP://WWW.ODFIGROUP.COM/
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 12 | increased by3 |
| Apr 1, 2026 | Clients | 918 | 995 | increased by77 |
| Apr 1, 2026 | AUM | $343,062,235 | $427,050,449 | increased by$83,988,214 |
| Apr 1, 2026 | Accounts | 918 | 999 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 9 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 842 | 918 | increased by76 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $302,396,301 | $343,062,235 | increased by$40,665,934 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 842 | 918 | increased by76 |
| Apr 1, 2022 | Employees | 8 | 5 | decreased by3 |
| Apr 1, 2022 | Clients | 357 | 842 | increased by485 |
| Apr 1, 2022 | AUM | $216,628,159 | $302,396,301 | increased by$85,768,142 |
| Apr 1, 2022 | Accounts | 736 | 842 | increased by106 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “O'DONNELL FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“O'DONNELL FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.