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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element peakBridge vertex +more
- Established Date
- 03-19-2015
- Office Locations
- 1
Office Locations
About O'donnell Financial Services, LLC
O’Donnell Financial Group (O’Donnell Financial Services, LLC) is a Bay Area wealth management firm focused on retirement planning, investment advice, and coordinating mortgages and insurance within a custom, comprehensive plan. The team emphasizes risk-aligned portfolio construction, often using ETFs and real estate strategies, and delivers IRA-focused guidance as an Ed Slott Master Elite Advisor, supported by tools like a client risk assessment and IRA tax calculator.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY CHARLES O'DONNELL
Founder, Investment Adviser, Managing Member, Owner
- CRD
- #2802185
- Ownership
- 75% or more
KIMBERLY ALYSON KASELIONIS
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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TROY COLLINS COPELAND
Project Manager
- CRD
- #4603694
KYLE JORDAN LADD
--
- CRD
- #6003290
Matrix ridge
Ember quantum
- CRD
- #96849
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $410,814,381 | $423,957 |
| Non-Discretionary | $16,236,068 | $541,202 |
| Total | $427,050,449 | $427,478 |
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Separately Managed Accounts
Total SMA Asset: $427,050,449
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,337,712,594 | 35.0% |
| Corporate - Investment Grade | $1,309,119,053 | 19.6% |
| Cash | $728,030,494 | 10.9% |
| Private Funds | $607,805,274 | 9.1% |
| U.S. Government/Agency | $1,696,511,425 | 25.4% |
| Total | $6,679,178,840 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE ALPHA HORIZON | HARBOR ELEMENT | WTT7JPF1E | IBYM | 11.97% | $34,328,451 |
| FUSION FUSION | MERIDIAN FOUNDATION | E1EW95A0C | AQRG | 7.53% | $96,779,053 |
| EAGLE CATALYST ZENITH | OAK TIMBER | 49BPLWS64 | STK | 10.25% | $40,427,070 |
| MOMENTUM VECTOR WAVE | PRIME EMBER | ONXWQJJXM | GYJ | 10.46% | $57,415,361 |
| SUMMIT DELTA | DELTA FRONTIER | 5Y0GB2ETB | TXD | 4.96% | $83,216,778 |
| MATRIX VECTOR PEAK | VITAL BEACON | W3OEI99Q6 | RPTSI | 7.40% | $66,701,357 |
| ATLAS PIONEER INSIGHT | DELTA PIONEER | CV7GC34AF | GLRSV | 5.08% | $78,246,963 |
| PEAK QUANTUM | EAGLE VITAL | 9YXJMRO12 | CASUV | 11.50% | $81,412,728 |