# McDonell, Mark Robert

> McDonell, Mark Robert is a state-registered investment advisory firm in Santa Rosa, CA, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated January 19, 2026.

- CRD: 136210
- Filed as: MCDONELL, MARK ROBERT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Rosa, CA
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136210
- AdvisorCensus page: https://advisorcensus.com/firm/mcdonell-mark-robert-santa-rosa-ca-136210

## Quick answers

**How is McDonell, Mark Robert compensated?**
On its Form ADV (Item 5.E, October 2026), McDonell, Mark Robert reports these compensation arrangements: hourly charges.

**Where is McDonell, Mark Robert located?**
McDonell, Mark Robert's principal office is in Santa Rosa, CA, according to its Form ADV.

**Is McDonell, Mark Robert registered with the SEC or a state?**
McDonell, Mark Robert is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 136210.

**Does McDonell, Mark Robert 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/136210

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2000 (26 years)
- Employees: 0 total, 0 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McDonell, Mark Robert (CRD 136210): Form ADV filing data as of October 2026.