David James Donnelly
Investment adviser representative at Redtree Investment Group
12 yearsExperience
1 stateRegistered in
$9.7BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Redtree Investment GroupSep 2023 to now
- Bon Secours Mercy HealthMay 2021 to Sep 2023
- The Ohio State UniversityAug 2018 to May 2022
- ST. Xavier High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Redtree Investment Group
Legal name: Kindred Spirits Investment Management, LLC
$9.7BAssets managed
373Clients
6Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8195114
- Firm CRD
- 171615