D
$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
10 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Quantum beaconRadial +more
- Established Date
- 04-06-2016
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Donnelly Investments Corporation
Atlanta-based Donnelly Investments Corporation is a founder-led RIA serving retail clients with retirement and long-term wealth planning. The firm emphasizes investor education, disciplined decision-making, and avoiding short-term yield chasing. Portfolios are built primarily with ETFs alongside investment-grade corporate and U.S. government bonds to support diversified asset allocation and risk management.
Team overview
42 AVG AGE
$4.1M AVG AUM / ADVISOR
$452.1K AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Matrix vital
Custodian
Element Atlas focus Capital Fusion catalyst Bridge Element Horizon Wave crest Legacy Oak frontier Summit
Investment Themes
Atlas Wave Beacon
Investment Vehicles
Optima
Services
Timber catalyst Focus Oak north Fusion oak
Technology
Crest Summit alpha Crest fusion
Owner & Executives
G
GARRETT WALSH DONNELLY
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5885973
- Ownership
- 75% or more
(975) 312-3607
oak.peak@matrixcapital.com
in linkedin.com/in/pathway-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,069,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,069,206 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,069,206
Equity - Exchange:
26.1% Cash:
32.6% Corporate - Investment Grade:
41.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,495,337,212 | 26.1% |
| Cash | $1,867,739,200 | 32.6% |
| Corporate - Investment Grade | $2,366,184,937 | 41.3% |
| Total | $5,729,261,349 | 100.0% |