{"url":"https://nivawealth.com/firms/o-domhnaill-enterprises-323384","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323384","regulatoryAum":123253013,"crd":"323384","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4576361","suffix":null,"lastName":"DODENHOFF","firstName":"JOHN","middleName":"PETER"},{"crd":"8283001","suffix":null,"lastName":"Lane","firstName":"Thomas","middleName":"Ponciano"},{"crd":"3184790","suffix":"SR","lastName":"O'DONNELL","firstName":"STEPHEN","middleName":"PATRICK"},{"crd":"5789809","suffix":"JR","lastName":"O'DONNELL","firstName":"STEPHEN","middleName":"P"},{"crd":"7486624","suffix":null,"lastName":"ODonnell","firstName":"Ryan","middleName":"M"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-07-07","regulatoryAum":55201580,"clients":98,"employees":6,"offices":1},{"filedOn":"2026-02-10","regulatoryAum":123253013,"clients":211,"employees":6,"offices":1}],"secFileNumber":"801-134560","legalName":"O'Domhnaill 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does O'Domhnaill Enterprises offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does O'Domhnaill Enterprises charge?","answer":"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.","source":"WRAP PROGRAM BROCHURE, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does O'Domhnaill Enterprises use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does O'Domhnaill Enterprises have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does O'Domhnaill Enterprises invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does O'Domhnaill Enterprises have a minimum investment?","answer":"Yes, O'Domhnaill Enterprises’ minimum account size for its Wrap Fee Program Investment Management is $500K.","source":"WRAP PROGRAM BROCHURE, filed 10 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns O'Domhnaill Enterprises?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does O'Domhnaill Enterprises get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact O'Domhnaill Enterprises?","answer":"O'Domhnaill Enterprises’ main office is at 627 Yellowstone Avenue, Cody, WY 82414. Its phone number is 307-586-4279. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}