# O'NEILL FINANCIAL MANAGEMENT, INC.

O'NEILL FINANCIAL MANAGEMENT, INC. of LAKE FOREST, CA is an SEC-registered investment adviser.

## Registration

- CRD: 283273
- Type: SEC-registered investment adviser
- SEC file number: 801-107696
- Location: 23201 LAKE CENTER DRIVE, LAKE FOREST, CA, 92630
- Phone: (949) 582-1577
- Latest filing: 2026-03-11
- Regulatory AUM: $86.7M
- Non-discretionary AUM: $86.7M
- Clients: 3
- Accounts: 283

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| ONEILL ROBERT FRANCIS | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; PARTNER & CHIEF COMPLIANCE OFFICER | — |
| O'NEILL THOMAS FRANCIS | BENEFICIARY | — |
| ONEILL YVONNE RENEE | CHIEF FINANCIAL OFFICER; PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283273/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283273/similar
- Related entities: https://search.stillhousedata.com/firm/283273/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283273

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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.