# O'CONNOR FINANCIAL GROUP LLC

O'CONNOR FINANCIAL GROUP LLC of QUINCY, IL is an SEC-registered investment adviser.

## Registration

- CRD: 168636
- Type: SEC-registered investment adviser
- SEC file number: 801-125759
- Location: 511 MAINE STREET, QUINCY, IL, 62301
- Phone: (217) 223-0113
- Latest filing: 2026-05-14
- Regulatory AUM: $275.3M
- Discretionary AUM: $271.7M
- Non-discretionary AUM: $3.5M
- Clients: 6
- Accounts: 1,062

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Joseph Oconnor | FOUNDER, SENIOR ADVISOR; TRUSTEE | — |
| Jackson Timothy O'Connor | CCO; CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, & CCO; MEMBER | — |
| OCONNOR JOHN JOSEPH | FOUNDER, SENIOR ADVISOR; MANAGING MEMBER; MANAGING MEMBER/CCO (+1 more) | — |
| O'Connor Finbarr Timothy | CCO | — |
| O'CONNOR JACKSON | CCO | — |
| Daniel John Westergaard | CHIEF INVESTMENT OFFICER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168636/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168636/similar
- Related entities: https://search.stillhousedata.com/firm/168636/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168636

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.