# Donnelly Investments

> Donnelly Investments is a state-registered investment advisory firm in 8605 Santa Monica Boulevard 53781, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 316460
- Filed as: DONNELLY INVESTMENTS
- Legal name: Donnelly Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: 8605 Santa Monica Boulevard 53781, CA
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316460
- AdvisorCensus page: https://advisorcensus.com/firm/donnelly-investments-8605-santa-monica-boulevard-53781-ca-316460

## Quick answers

**How is Donnelly Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Donnelly Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Donnelly Investments located?**
Donnelly Investments' principal office is in 8605 Santa Monica Boulevard 53781, CA, according to its Form ADV.

**Is Donnelly Investments registered with the SEC or a state?**
Donnelly Investments is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316460.

**How much does Donnelly Investments manage?**
Donnelly Investments reports $54,216,814 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**What types of clients does Donnelly Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (15).

**Does Donnelly Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316460

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $54,216,814
- Discretionary: $54,216,814
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $16,255,051 |
| High net worth individuals | 15 | $37,961,763 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [donnelly.investments](https://donnelly.investments)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Donnelly Investments (CRD 316460): Form ADV filing data as of October 2026.