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CFP

Michael O'donnell

Mai Capital Management, LLC
22 Years of Experience
Chico, CA
1 Disclosure
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Michael O'donnell is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Chico, CA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 16,261 clients with $52B in assets under management.

Mai Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
308 advisors
Number of Clients
16,261 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$52.1B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.80%

Fees are negotiable at MAI Capital Management's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

555 Main Street, Suite 400, Chico, CA, 95928

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is an Investment Advisor Representative (IAR) at Chico Wealth, LLC, doing business as The O'Donnell Group, dedicating approximately 120 hours per month to financial planning. He also serves as a board member for the Enloe Foundation, spending minimal time assisting with fundraising activities.

Employment History
Current Registrations
Mai Capital Management, LLC
August 2026 - Present · 2 mos
Previous Registrations
The O'donnell Group
January 2026 - August 2026 · 7 mos
The O'donnell Group
April 2013 - December 2025 · 12 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2012 - September 2018 · 6 yrs 3 mos
Cambridge Investment Research Advisors, INC.
September 2009 - July 2012 · 2 yrs 10 mos
Cambridge Investment Research, INC.Broker
September 2009 - July 2012 · 2 yrs 10 mos
Raymond James Financial Services Advisors, INC
January 2009 - September 2009 · 8 mos
Raymond James Financial Services
June 2007 - January 2009 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
June 2007 - September 2009 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2004 - June 2007 · 3 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2004 - June 2007 · 3 yrs 3 mos
A. G. Edwards & Sons, INC.
February 2004 - February 2004 · 0 mos
A. G. Edwards & Sons, INC.Broker
February 2004 - February 2004 · 0 mos
American Express Financial Advisors, INC.
December 2003 - February 2004 · 2 mos
American Express Financial Advisors INC.Broker
December 2003 - February 2004 · 2 mos
Ids Life Insurance CompanyBroker
December 2003 - February 2004 · 2 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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