# Donatelli & Coules Financial Advisors

Donatelli & Coules Financial Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 142826
- **Registration status:** Registered
- **Latest Form ADV filing:** 2007-01-03T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142826

## About

Donatelli & Coules Financial Advisors, LLC is a state-registered investment adviser with its main office in Hinsdale, IL. The firm serves clients nationwide.

## Questions

### How is Donatelli & Coules structured as a fiduciary?

As a registered investment advisor operating in the United States, Donatelli & Coules Financial Advisors is legally bound by a fiduciary duty to its clients. This means the firm must place client interests ahead of its own when making investment recommendations, a standard that distinguishes RIAs from broker-dealers who operate under a less stringent suitability standard. The firm's LLC structure reinforces this independence, as the principals own the equity and are not beholden to a parent company's product distribution goals.

## Related profiles

- [Financial Innovations](https://altss.com/profile/financial-innovations-llc)
- [Gebhardt Group](https://altss.com/profile/gebhardt-group-inc)

---

Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/donatelli-and-coules-financial-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology