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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison catalystVertex
- Established Date
- 08-01-2012
- Office Locations
- 4
Office Locations
About Donalies Financial Planning, LLC
Donalies Financial Planning, LLC is a Washington, DC-based RIA providing financial planning and investment planning, including tax, estate and insurance planning and business succession support. The firm serves retail clients such as business owners, entrepreneurs and retirees, with portfolios built around asset allocation using public funds, ETFs and fixed income, including ESG/SRI options. Custodies with Schwab and uses eMoney/Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES EDWARD DONALIES
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5733820
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Courtney Hunter Calotta
--
- CRD
- #7426787
IRINA GABIDULLINA
--
- CRD
- #7205882
Catalyst eagle
Alpha delta
- CRD
- #50984
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,548,423 | $444,670 |
| Non-Discretionary | $0 | -- |
| Total | $204,548,423 | $444,670 |
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Separately Managed Accounts
Total SMA Asset: $204,548,423
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,454,556,627 | 21.8% |
| Equity - Exchange | $1,981,666,597 | 29.7% |
| U.S. Government/Agency | $1,914,943,816 | 28.7% |
| Cash | $1,321,111,066 | 19.8% |
| Total | $6,672,278,106 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER BRIDGE | CAPITAL NORTH | GCXA1N9D8 | CYBH | 11.98% | $67,696,246 |
| WAVE BEACON INSIGHT | PRIME CREST | Z30EWQP6H | NXB | 1.55% | $11,981,980 |
| QUANTUM SIGNAL | MERIDIAN FOUNDATION | XHBA5QSVA | VHAM | 8.21% | $68,269,972 |
| LEGACY OPTIMA RIDGE | PRIME ATLAS | QB5GXWQC2 | VNX | 0.69% | $46,571,693 |
| VERTEX NORTH | WAVE GLACIER | 2I4EMGLDD | ZKERD | 7.18% | $34,612,254 |
| VALUE FUSION FOCUS | PEAK FRONTIER | ZBZX0GJY6 | WBBT | 6.04% | $60,466,293 |
| SIGNAL UNISON RADIAL | PEAK BEACON | QQJVQZ4F7 | BJD | 8.14% | $77,100,243 |
| UNISON WAVE | FOUNDATION BEACON | A1UITRO46 | EELK | 5.94% | $51,735,466 |