O'domhnaill Enterprises, Inc.
- Regulatory AUM
- $123M
- Discretionary
- $123M
- Clients
- 211
- Avg AUM / client
- $584K
- Accounts
- 354
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 113 | $28.1M | 22.8% |
| High net worth individuals | 95 | $90.8M | 73.7% |
| Charitable organizations | 2 | $1.4M | 1.14% |
| Corporations and other businesses | 1 | $3.0M | 2.44% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| O Donnell, Sue Jean | Trustee | Feb 2022 (5y) | ≈ 37.5% – 75% via Stephen Patrick O'donnell, Sr. And Sue Jean O'donnell Living Trust | |
| Stephen Patrick O'donnell | Trustee | Feb 2022 (5y) | ≈ 37.5% – 75% via Stephen Patrick O'donnell, Sr. And Sue Jean O'donnell Living Trust | |
| Odonnell, Stephanie, Brianna | Director, Communications | Sep 2023 (3y) | Less than 5% | |
| John Peter Dodenhoff | Registered representative | Oct 2022 (4y) | ||
| Ryan M O Donnell | Registered representative | Mar 2023 (3y) | ||
| Stephen P O'donnell | Registered representative | Mar 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stephen Patrick O'donnell, Sr. And Sue Jean O'donnell Living Trust | Owner | Feb 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- O Donnell, Sue Jean: 50% – 75% of Stephen Patrick O'donnell, Sr. And Sue Jean O'donnell Living Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Stephen Patrick O'donnell: 50% – 75% of Stephen Patrick O'donnell, Sr. And Sue Jean O'donnell Living Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- LPL Financial $123M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗