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THE O'DONNELL GROUP

CHICO, CA · CRD 162562 · IAPD ↗ · 530-564-0960

$492.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2026 — THE O'DONNELL GROUP (CHICO, CA) left the SEC roster (was $492.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
March 2026 — THE O'DONNELL GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.