David J. Donnelly

REDTREE INVESTMENT GROUP

CINCINNATI, OH 45212

CRD#: 8195114

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Professional summary

David James Donnelly is a registered financial advisor currently at REDTREE INVESTMENT GROUP located in Cincinnati, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. David has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Donnelly's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 19, 2026 - Present

REDTREE INVESTMENT GROUP

Office #1: 5050 Section Avenue Suite 420, Cincinnati, OH 45212

RIA

CRD#: 171615

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REDTREE INVESTMENT GROUP

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | REDTREE INVESTMENT GROUP

CRD#: 171615 / SEC#: 801-79797

RIA

Registered Investment Advisory firm - (6/18/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/13/2026

Uniform Investment Adviser Law Examination

Current Firm

REDTREE INVESTMENT GROUP

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC | REDTREE INVESTMENT GROUP

CRD#: 171615 / SEC#: 801-79797

RIA

Registered Investment Advisory firm - (6/18/2014 Approved)

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Contact information

Main Address

5050 Section Avenue Suite 420, Cincinnati, OH 45212

Mailing Address

Phone number

(888) 596-2293

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

REDTREE INVESTMENT GROUP FORM ADV PART 2A (2/24/2026)

Regulatory assets under management

Total Number of Accounts	538
AUM (Assets Under Management)	$ 9,678,019,924

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David J. Donnelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Donnelly's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDTREE INVESTMENT GROUP

Primary Firm SEC Registration

REDTREE INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 2/13/2026

Current Firm

REDTREE INVESTMENT GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REDTREE INVESTMENT GROUP

TRUST BUT VERIFY

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