Michael Thomas O'DOnnell

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 08/2026
  Chico Wealth Llc
  Chico, CA
• 06/2012 → 12/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2026 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Previous Registrations

• 2026-01-28 → 2026-08-24
  The O'DOnnell Group
  Chico, CA
• 2013-04-18 → 2025-12-31
  The O'DOnnell Group
  Chico, CA
• 2009-09-15 → 2012-07-17
  Cambridge Investment Research Advisors, Inc.
  Chico, CA
• 2009-01-02 → 2009-09-14
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2007-06-12 → 2009-01-02
  Raymond James Financial Services, Inc.
  Roseville, CA
  Chico, CA
  Roseville, CA
• 2004-03-04 → 2007-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chico, CA
  Chico, CA
• 2004-02-17 → 2004-02-25
  A. G. Edwards & Sons, Inc.
  Chico, CA
• 2003-12-20 → 2004-02-20
  Ameriprise Financial Services, Llc
  Roseville, CA

Other Businesses

1) CHICO WEALTH, LLC DBA THE O'DONNELL GROUP; INVESTMENT RELATED; 2571 CALIFORNIA PARK DR, STE 130 CHICO, CA 95928; RIA; IAR; START DATE: 06/2012; APPROX 120 HRS/MO; ASSISTING IN FINANCIAL PLANNING 2) ENLOE FOUNDATION BOARD, 249 W. 6TH AVE, CHICO, CA 95926. NOT INVESTMENT RELATED, BOARD MEMBER, 4/2015-PRESENT. 1 HR/MONTH DURING TRADING, DUTIES INCLUDE ASSISTING HOSPITAL IN FUNDRAISING ACTIVITIES.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-19

Designations

• Certified Financial Planner

Other Names

• Mike Thomas O'DOnnell