Chico Wealth Ria
Chico Wealth RIA, Inc., also known as The O'Donnell Group, is a registered investment adviser headquartered in Chico, California. Founded in March 2012 by principal owner Ryan Timothy O’Donnell, the firm provides Investment Supervisory Services, financial planning, and tailored advice on mutual funds, equities, bonds, and real estate. The firm follows a fiduciary duty, is regulated by the SEC, and is transparent about fees, not accepting commissions on investment products. Employees serve individual and institutional clients, focusing on long-term relationships and ethical conduct.
Investment Strategy
Chico Wealth RIA employs investment strategies based on the Efficient Markets Hypothesis and the Fama-French three-factor model, seeking to maximize returns for each client's risk profile. Their approach includes long-term trading and margin transactions, with portfolios primarily consisting of mutual funds, equities, bonds, and real estate funds. They allow clients to impose restrictions driven by personal values, prioritize broad diversification, and use evidence-based models to aim for risk-adjusted results. The firm emphasizes disciplined, long-term investing rather than market timing or speculative trading.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 43.35% | $63.8M | 1,653,832 | $27.11 | $38.57 | +$5.0M |
D DFAI | DIMENSIONAL ETF TRUST | 22.79% | $33.5M | 922,525 | $27.19 | $36.35 | +$2.3M |
D DFAE | DIMENSIONAL ETF TRUST | 8.70% | $12.8M | 406,120 | $24.48 | $31.53 | +$1.3M |
D DFSD | DIMENSIONAL ETF TRUST | 5.85% | $8.6M | 178,492 | $48.19 | $48.19 | +$8.6M |
D DFAU | DIMENSIONAL ETF TRUST | 4.65% | $6.8M | 149,602 | $29.63 | $45.76 | +$508.6K |