# Donnelly Investments Corporation

> Donnelly Investments Corporation is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 282822
- Filed as: DONNELLY INVESTMENTS CORPORATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282822
- AdvisorCensus page: https://advisorcensus.com/firm/donnelly-investments-corporation-282822

## Quick answers

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

**Is Donnelly Investments Corporation registered with the SEC or a state?**
Donnelly Investments Corporation is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282822.

**How much does Donnelly Investments Corporation manage?**
Donnelly Investments Corporation reports $4,069,206 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Donnelly Investments Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Donnelly Investments Corporation 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/282822

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,069,206
- Discretionary: $4,069,206
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $4,069,206 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Donnelly Investments Corporation (CRD 282822): Form ADV filing data as of October 2026.