DONOGHUE FORLINES LLC

CRD 285403File 801-108564

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$370.5M

Below cohort median (national)

Discretionary AUM

$370.5M

Clients

20 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Nov 9, 2016
Principal office: 125 HIGH STREET, SUITE 220, BOSTON, MA, 02110
Phone: 800.642.4276
Website: https://www.facebook.com/donoghueforlines-108329595367553/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $370.5M
Discretionary AUM: $370.5M
Non-discretionary AUM: $0
Discretionary accounts: 20
Non-discretionary accounts: 0
Total accounts: 20
AUM per client: $28.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$537K
Investment companies	8	$367.5M
Pension and profit sharing plans	Fewer than 5	$1.5M
Individuals (other than high net worth individuals)	5	$1000K

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
A percentage of assets under your management

Advisory activities

Educational seminars
Other advisory activities
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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.