Investment adviser · CRD 152620

WILLIAM O'NEIL + COMPANY

Investment adviser filing (IA)

WILLIAM O'NEIL + CO. INCORPORATED

LOS ANGELES, CA, United States · Form ADV filed Mar 20, 2026

Employees
39
Reported in this filing
Advisory professionals
18
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Publication of newsletters

Compensation

Subscription · Fixed

Principal office

12655 BEATRICE STREET, SUITE 2A
LOS ANGELES, CA, 90066, United States

CRD 152620

Filing source

Form ADV 2078486 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.