Donahue Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Donahue Financial Group (DFG Inc.) provides ongoing portfolio management to individual and high-net-worth clients, preparing an Investment Policy Statement for each account and offering both discretionary and non-discretionary services. The firm generally limits recommendations to mutual funds, equities, fixed income and ETFs and acknowledges its fiduciary duties when advising retirement accounts.
DFG’s investment process emphasizes fundamental analysis and a long-term trading horizon, with documented risk tolerance and regular portfolio monitoring as part of each client’s IPS. The firm typically seeks discretionary authority to implement trades and conducts monthly reviews of all accounts; it also requires clients to custody assets at Schwab Institutional to access Schwab’s execution and custodial services.
Compared with many independent solo-advisor firms, DFG reports a notable portion of clients residing outside the United States, a feature that can affect tax, custody, and cross-border communication considerations. The brochure also discloses that DFG does not aggregate or “block” trades for multiple clients and mandates Schwab Institutional for execution, practices that differ from some peers.
Client services
Expertise
Fee options
1.25% annually
Main office
San Diego CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Dfg Inc. · Donahue Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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