O'Domhnaill Enterprises provides financial planning and portfolio management for individuals and small businesses.
O'Domhnaill Enterprises reports 211 clients. They include 113 individual clients, 95 high-net-worth individuals and 2 charitable organizations. Of its assets, 100.0% ($123M across 354 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $123M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 23% |
| High-net-worth individuals | 45% | 74% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 113 | $28.1M | 22.8% | $248K |
| High-net-worth individuals | 95 | $90.8M | 73.7% | $956K |
| Charitable organizations | Fewer than 5 | $1.41M | 1.1% | $706K |
| Corporations and other businesses | 1 | $3M | 2.4% | $3M |
| Total | 211 | $123M | 100% | — |
- Clients
- 113
- Regulatory AUM
- $28.1M
- AUM share
- 22.8%
- Avg. per client
- $248K
- Clients
- 95
- Regulatory AUM
- $90.8M
- AUM share
- 73.7%
- Avg. per client
- $956K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.41M
- AUM share
- 1.1%
- Avg. per client
- $706K
- Clients
- 1
- Regulatory AUM
- $3M
- AUM share
- 2.4%
- Avg. per client
- $3M
Total
- Clients
- 211
- Regulatory AUM
- $123M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
O'Domhnaill Enterprises charges 0.80%–2.00% a year for its Wrap Fee Program Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Fee details and sources
Stephen Patrick O'Donnell, SR. and Sue Jean O'Donnell Living Trust owns 75% or more of O'Domhnaill Enterprises and is in turn owned by Stephen O'Donnell (50–75%) and Sue Jean O'Donnell (50–75%). The leadership team of O'Domhnaill Enterprises includes President Stephen O'Donnell. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of O'Domhnaill Enterprises, Inc.
Stephen Patrick O'Donnell, SR. and Sue Jean O'Donnell Living Trust
Control person · since February 2022
- Owns 50% to 75% of Stephen Patrick O'Donnell, SR. and Sue Jean O'Donnell Living Trust
Stephen O'Donnell
Control person · since February 2022
- Owns 50% to 75% of Stephen Patrick O'Donnell, SR. and Sue Jean O'Donnell Living Trust
Sue Jean O'Donnell
Control person · since February 2022
O'Domhnaill Enterprises’ regulatory assets grew 2.2× from $55.2M (July 2023) to $123M (February 2026); clients rose from 98 to 211 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $123M | 211 | 6 | 1 |
| Jul 2023July 2023 | $55.2M | 98 | 6 | 1 |
Besides its headquarters, O'Domhnaill Enterprises has 0 offices, with 1 listed address in 1 state.
Wyoming · 1 listed address
- 627 Yellowstone Avenue, CodyHQ
Contact and registration details
- Legal name
- O'Domhnaill Enterprises, Inc.
- Headquarters
- 627 Yellowstone Avenue, Cody, WY 82414
- Website
- odonnellwm.com
- Phone
- 307-586-4279
- SEC file
- 801-134560
- Structure
- Wyoming corporation
- Fiscal year end
- December
O'Domhnaill Enterprises’ named custodian for separately managed accounts is LPL Financial ($123M). O'Domhnaill Enterprises does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $123M100%
At year end, O'Domhnaill Enterprises’ separately managed accounts were mostly in stocks (78%). Its reported 13F holdings for the quarter ended 30 June 2026 total $125M across 61 positions; the largest are iShares 0-3 (10.6%), SPDR Gold (4.7%) and Vanguard Short (4.2%).
What the accounts hold
- Stocks78%
- Funds9%
- Bonds8%
- High-yield corporate bonds7%
- State and local bonds1%
- Cash5%
How many clients does O'Domhnaill Enterprises have?
O'Domhnaill Enterprises has 211 clients and manages $123 million for them, as of February 2026. They include 113 individual clients, 95 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 February 2026
What services does O'Domhnaill Enterprises offer?
O'Domhnaill Enterprises provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does O'Domhnaill Enterprises charge?
O'Domhnaill Enterprises charges 0.80%–2.00% a year for its Wrap Fee Program Investment Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Which custodians does O'Domhnaill Enterprises use?
O'Domhnaill Enterprises’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $123M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026
How many financial advisors does O'Domhnaill Enterprises have?
O'Domhnaill Enterprises has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does O'Domhnaill Enterprises invest in?
At the end of its last fiscal year, O'Domhnaill Enterprises’ separately managed accounts held 78% exchange-traded equities, 9% registered funds (mutual funds, ETFs, BDCs), 7% high-yield corporate bonds, 5% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does O'Domhnaill Enterprises have a minimum investment?
Yes, O'Domhnaill Enterprises’ minimum account size for its Wrap Fee Program Investment Management is $500K.
Who owns O'Domhnaill Enterprises?
O'Domhnaill Enterprises is owned through a trust by Stephen and Sue Jean O'Donnell. Its direct owner is Stephen Patrick O'Donnell, SR. and Sue Jean O'Donnell Living Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 February 2026
How does O'Domhnaill Enterprises get paid?
O'Domhnaill Enterprises is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact O'Domhnaill Enterprises?
O'Domhnaill Enterprises’ main office is at 627 Yellowstone Avenue, Cody, WY 82414. Its phone number is 307-586-4279. Its website is odonnellwm.com.
