# O'Donnell Portfolio Management, Inc.

> O'Donnell Portfolio Management, Inc. is a state-registered investment advisory firm, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 122371
- Filed as: O'DONNELL PORTFOLIO MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Indiana
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122371
- AdvisorCensus page: https://advisorcensus.com/firm/o-donnell-portfolio-management-inc-122371

## Quick answers

**How is O'Donnell Portfolio Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), O'Donnell Portfolio Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Is O'Donnell Portfolio Management, Inc. registered with the SEC or a state?**
O'Donnell Portfolio Management, Inc. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 122371.

**How much does O'Donnell Portfolio Management, Inc. manage?**
O'Donnell Portfolio Management, Inc. reports $38,882,000 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does O'Donnell Portfolio Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); charitable organizations (1).

**Does O'Donnell Portfolio Management, 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/122371

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $38,882,000
- Discretionary: $38,882,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $38,294,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $588,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- 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. O'Donnell Portfolio Management, Inc. (CRD 122371): Form ADV filing data as of October 2026.