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O'NEIL GLOBAL ADVISORS, INC.
CRD 308150File 801-119966
APPROVED
Custody
Filing as of May 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$401.9M
Below cohort median (national)
Discretionary AUM
$401.9M
Clients
11
87 accounts
Employees
40
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 17, 2020
- Principal office
- 12655 BEATRICE STREET, LOS ANGELES, CA, 90066
- Phone
- 310-448-6800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $401.9M
- Discretionary AUM
- $401.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 87
- Non-discretionary accounts
- 0
- Total accounts
- 87
- AUM per client
- $36.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $323.1M |
| Charitable organizations | 1 | $37.2M |
| Pooled investment vehicles | 2 | $41.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | 34 | 40 | increased by6 |
| Apr 1, 2026 | Clients | 12 | 11 | decreased by1 |
| Apr 1, 2026 | AUM | $367,700,000 | $401,920,000 | increased by$34,220,000 |
| Apr 1, 2026 | Accounts | 88 | 87 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 34 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $417,383,000 | $367,700,000 | decreased by$49,683,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 69 | 88 | increased by19 |
| Apr 1, 2022 | Employees | 41 | 45 | increased by4 |
| Apr 1, 2022 | AUM | $364,483,000 | $417,383,000 | increased by$52,900,000 |
| Apr 1, 2022 | Accounts | 65 | 69 | increased by4 |
| 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'NEIL GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“O'NEIL GLOBAL” 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.