Donnelly Investments

Overview

Donnelly Investments is a small, independent RIA that focuses on fee-based portfolio management and financial planning for individual and family clients, as well as small business owners. The firm runs discretionary strategies across separately managed accounts and appears to favor liquid, exchange-listed instruments as the core of its portfolios. Its practice emphasizes equity exposure and straightforward wealth management rather than large-scale institutional or pension consulting work. Donnelly Investments is not positioned as an ESG-focused manager and does not operate as a multi-state adviser. The firm’s business model is percentage-of-AUM advice delivered to a concentrated client base. Advisory services center on ongoing portfolio management combined with financial planning for households and closely held businesses. Custody and trading are routed through retail custodians, reflecting a typical RIA setup aimed at individual investors rather than institutional capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices