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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2022
- Office Locations
- 1
Office Locations
About John G. O'connell
John G. O'connell is a Irvine-based RIA. The firm has been operating for 3 years. Managing $24.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
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 24 clients, or 24 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 31, 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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Owner & Executives
JOHN GLENNON O'CONNELL
Chief Compliance Officer, Partner, President
- CRD
- #867729
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | $561,046 |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | $561,046 |
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Separately Managed Accounts
SMA allocation detail is available
John G. O'connell has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.