O'NEILL FINANCIAL MANAGEMENT, INC.

Overview

O'Neill Financial Management, Inc. is an independent, owner-operated registered investment adviser that serves both individual and institutional clients. The firm charges fees based on a percentage of assets under management and acts as a capital allocator, favoring pooled public funds as the primary vehicle for client portfolios. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting work, and the selection of third-party advisers when clients require specialist capability. The firm also lists accountant-related business activities, which suggests integration of tax-aware planning into its investment process. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Its model is heavily non-discretionary, indicating clients typically retain trade authorization while the adviser provides ongoing portfolio construction and manager-selection advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices