DONALD FELTY, LLC

DONALD FELTY, LLC is an SEC-registered investment adviser (CRD 119623). Regulatory assets under management: $10.7M.

Registration

• CRD: 119623
• Type: Registered investment adviser
• Phone: 513-284-1959
• Latest filing: 2026-02-13
• Regulatory AUM: $10.7M
• Discretionary AUM: $10.7M
• Clients: 2
• Accounts: 83

Business model

Compensation: % of AUM.

Clients served: High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search