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- Custodian
- Goldman Sachs ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-1999
- Office Locations
- 1
Office Locations
About Donald Felty, LLC
Donald Felty, LLC is a Fairfield Township-based RIA. The firm has been operating for 26 years. Managing $10.7M in total assets under management, with 1 advisory representatives. They custody assets with Goldman Sachs and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 40 clients, or 40 clients per representative. That equates to $266.6K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Donald Felty, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JUDITH LYNN FELTY
--
- CRD
- --
- Ownership
- 50% but less than 75%
DONALD FELTY SR
Chief Compliance Officer
- CRD
- #1484405
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,664,842 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,664,842 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Donald Felty, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.