DBA: THE O'DONNELL GROUP
| Total AUM | $492.0M |
| Discretionary | $492.0M100% of AUM |
| Client Accounts | 846 |
| Avg Account Size | $582K |
| Employees | 4 |
| Peak AUM | $492.0MFeb 2026 |
| AUM CAGR | +14.7% /yrover 10 yrs · 29 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $492M | +6.4% | +11.4% | +10.6% | |
| Discretionary AUM | |||||
| Total AUM | $492.0M |
| Discretionary | $492.0M |
| Employees | 4 |
| Client Accounts | 846 |
| Client Range | 101-250 |
Address
555 MAIN STREET
CHICO CA 95928
Phone
530-564-0960
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$492M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$492M
| $492M |
| +6.4% |
| +11.4% |
| +12.1% |
| Total Accounts | 846 | +5.0% | +6.4% | +1.8% |
| Avg Account Size | $581,532.709 | +1.4% | +4.7% | +8.7% |
| Employees | 4 | 0.0% | 0.0% | +5.8% |
| AUM / Employee | $123M | +6.4% | +11.4% | +4.5% |
Client AUM Segments | |||||
| Wealth AUM | $412M | +1.0% | +11.0% | +8.3% | |
| Institutional AUM | $25M | 53.4% | 22.5% | +5.3% | |
Client Count Segments | |||||
| Institutional | 54 | 23.9% | +6.3% | +27.0% | |
| Individuals | 100 | +426.3% | +7.3% | +7.9% | |