SourcingSourcing

O'DONNELL FINANCIAL SERVICES, LLC

C42
CRD 172520·SEC 801-110717·SAN RAFAEL, CA
AUM
$427.1M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
O'DONNELL FINANCIAL SERVICES, LLC
CRD
172520
SEC file #
801-110717
EIN
—
DBA names
—

Economics

AUM
$427.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$134.4M → $427.1M▲ +218%
Client mix
Individuals Other901
Individuals High Net Worth94

Operations

Employees (total)
12
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
SAN RAFAEL CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
facebook.com/odonnellfinancial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
O'DONNELL, GREGORY, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
O'DONNELL, GREGORY, CHARLES
KASELIONIS, KIMBERLY, ALYSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:odonnell.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
41,965
Form 5500 Compensation Trajectory 3y
202541,965
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
41,965
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2802185
Trust Company Affiliate
No

People (7)

7
O'DONNELL, GREGORY, CHARLES
IAR · Direct Owner · 87.5%
2802185
KASELIONIS, KIMBERLY, ALYSON
Executive Officer · 2.5%
1348896
TROY COLLINS COPELAND
IAR
4603694
Spencer William ODonnell
IAR
6865276
KYLE JORDAN LADD
IAR
6003290
Beth Verdekal
IAR
8174526
MICHAEL DEAN NAKANO
IAR
1322510