The O'Donnell Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$491,976,672
Total clients
100
100% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
100
Average account size
$4,919,767
About
The O'Donnell Group (Chico Wealth RIA, Inc.) provides discretionary investment supervisory services and financial planning primarily for high-net-worth individuals and pension/retirement plans. It constructs individualized Investment Policy Statements and delivers ongoing portfolio oversight and financial planning engagements.
The firm’s investment approach is grounded in Modern Portfolio Theory and factor-based analysis, explicitly referencing the efficient-market hypothesis and the Fama–French three-factor model, and it pursues predominantly long-term strategies while occasionally using margin. Accounts are managed on a discretionary basis with quarterly reviews by the firm’s managing member and the ability to aggregate (block) trades across client accounts for execution.
What is distinctive is the concentration of nearly $492 million in discretionary AUM managed by a small advisor team, producing an unusually high AUM-per-advisor profile compared with peers; the firm also emphasizes work for high-net-worth and institutional retirement clients and maintains an account threshold that can be waived. The ADV discloses several atypical practices for a firm of this size—including affiliations with real estate investment entities, recommendations of private placements in which supervised persons may invest, custody via custodian fee deduction (Charles Schwab), and the use of margin transactions—each presented as a potential source of conflicts or additional risk.
Client services
Expertise
Fee options
Fixed fees between $5,000 and $50,000 for financial planning
$0 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%
$350 per hour for financial planning
Account minimum: $1,000,000 Fee-only: Fixed fees between $5,000 and $50,000 for financial planning
Main office location
The O'Donnell Group
555 Main Street, Suite 400
Chico CA 95928, United States
Number of offices
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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