# O'DONNELL FINANCIAL SERVICES, LLC

O'DONNELL FINANCIAL SERVICES, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 172520
- Type: SEC-registered investment adviser
- SEC file number: 801-110717
- Location: 1101 FIFTH AVE., SUITE 150, SAN RAFAEL, CA, 94901
- Phone: 8664962300
- Latest filing: 2026-03-26
- Regulatory AUM: $427.1M
- Discretionary AUM: $410.8M
- Non-discretionary AUM: $16.2M
- Clients: 12
- Accounts: 999

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Charles O'Donnell | MANAGING MEMBER & INVESTMENT ADVISER | — |
| Kimberly Alyson Kaselionis | CHIEF COMPLIANCE OFFICER | — |
| O'DONNELL GREGORY CHARLES | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER & INVESTMENT ADVISER | — |
| Kaselionis Kimberly | CHIEF COMPLIANCE OFFICER | — |
| KASELIONIS KIMBERLY ALYSON | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172520/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172520/similar
- Related entities: https://search.stillhousedata.com/firm/172520/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172520

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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.