D
Donahue Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$85,189,497
Clients
50
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$1,703,790
About
Donahue Financial Group (DFG Inc.) provides ongoing portfolio management to individual and high-net-worth clients, preparing an Investment Policy Statement for each account and offering both discretionary and non-discretionary services. The firm generally limits recommendations to mutual funds, equities, fixed income and ETFs and acknowledges its fiduciary duties when advising retirement accounts.
DFG’s investment process emphasizes fundamental analysis and a long-term trading horizon, with documented risk tolerance and regular portfolio monitoring as part of each client’s IPS. The firm typically seeks discretionary authority to implement trades and conducts monthly reviews of all accounts; it also requires clients to custody assets at Schwab Institutional to access Schwab’s execution and custodial services.
Compared with many independent solo-advisor firms, DFG reports a notable portion of clients residing outside the United States, a feature that can affect tax, custody, and cross-border communication considerations. The brochure also discloses that DFG does not aggregate or “block” trades for multiple clients and mandates Schwab Institutional for execution, practices that differ from some peers.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
1.25% annually
Main office location
Donahue Financial Group
San Diego CA, United States
Number of offices
1
Most active in
Donahue Financial Group has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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