# Donner's Financial Services Inc.

> Donner's Financial Services Inc. is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2023.

- CRD: 296838
- Filed as: DONNER'S FINANCIAL SERVICES INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 21, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/296838
- AdvisorCensus page: https://advisorcensus.com/firm/donner-s-financial-services-inc-296838

## Quick answers

**How is Donner's Financial Services Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Donner's Financial Services Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Donner's Financial Services Inc. registered with the SEC or a state?**
Donner's Financial Services Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296838.

**How much does Donner's Financial Services Inc. manage?**
Donner's Financial Services Inc. reports $659,641 in regulatory assets under management in its Form ADV filing dated March 21, 2023 (100% discretionary).

**What types of clients does Donner's Financial Services Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Donner's Financial Services Inc. 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/296838

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $659,641
- Discretionary: $659,641
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $659,641 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- donnersfinancialservices.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Donner's Financial Services Inc. (CRD 296838): Form ADV filing data as of October 2026.