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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

DONOGHUE FORLINES LLC

CRD 285403

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96ffbef9-386a-0a51-24fa-5e31187a399f

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 12
On other graphs: 0
Observed: Oct 17, 2016 to Mar 27, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.99 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $371MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $371M
Private client RAUM: $999,915derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $371Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 20
Individual clients: 5
SEC number: 801-108564
CIK: 1702435
CRD: 285403
Filings on the tape: 32
First filed: Oct 17, 2016
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY ROBERT THOMPSON	n/a	Boston, MA	9	29	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DF MANAGEMENT LLC	Member	C	yes	09/2016	Aug 18, 2022	Dec 16, 2024
DOWLER, WILLIAM, BRADLEY	Member	C	yes	05/2022	Oct 17, 2016	Dec 16, 2024
EARP, JACK, ALEXANDER	CHIEF COMPLIANCE OFFICER	Na	yes	10/2019	Oct 31, 2019	Dec 16, 2024
FORLINES, JOHN, ARTHUR	CHIEF INVESTMENT OFFICER, DIRECTOR	Na	yes	12/2017	Jan 10, 2018	Dec 16, 2024
MINELLA CAPITAL MANAGEMENT, LLC	Member	E	yes	10/2016	Oct 17, 2016	Dec 16, 2024
MINELLA, DAVID, ANTHONY	Director	Na	yes	10/2016	Oct 17, 2016	Dec 16, 2024
MINELLA, DAVID, ANTHONY	Member	E	yes	10/2006	Oct 17, 2016	Dec 16, 2024
MOLARI, RICHARD, EDWARD	CHIEF OPERATING OFFICER, TREASURER, AND DIRECTOR	Na	yes	09/2016	Oct 17, 2016	Dec 16, 2024
THOMPSON, JEFFREY, ROBERT	CHIEF EXECUTIVE OFFICER, DIRECTOR	Na	yes	09/2016	Oct 17, 2016	Dec 16, 2024
THOMPSON, JEFFREY, ROBERT	Member	C	yes	05/2022	Oct 17, 2016	Dec 16, 2024
WEDCO ACQUISITION CO., LLC	Member	D	yes	09/2016	Oct 17, 2016	Dec 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$371M	$371M	7	3	1	n/a	n/a
2024	Mar 31, 2025	$389M	$389M	8	4	2	n/a	n/a
2023	Mar 28, 2024	$376M	$376M	8	4	0	n/a	n/a
2022	Mar 31, 2023	$399M	$399M	11	4	1	n/a	n/a
2021	Mar 31, 2022	$656M	$656M	12	4	1	n/a	n/a
2020	Mar 30, 2021	$569M	$569M	15	5	1	n/a	n/a
2019	Mar 30, 2020	$707M	$707M	22	7	1	n/a	n/a
2018	Mar 25, 2019	$2.6B	$1.0B	23	7	1	n/a	n/a
2017	Jan 10, 2018	$3.5B	$1.5B	25	12	1	n/a	n/a
2016	Mar 20, 2017	$2.2B	$863M	15	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$371M	$389M	-4.6%	$399M	-2.4%	7	8	1	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
W.E. DONOGHUE & CO., INC	2	Dec 13, 2016	Dec 15, 2016	NORWOOD, MA	Team lift out	Other	100.0%

Relationships

Registered with (8)

← JEFFREY ROBERT THOMPSONAdvisorregistration: current employment
Dec 15, 2016 to presentfactForm ADV
← Steven Grady CarverAdvisorregistration: previous registration
Feb 25, 2020 to Apr 5, 2023factForm ADV
← Kyle Patrick SoucyAdvisorregistration: previous registration
Mar 7, 2018 to Jul 31, 2020factForm ADV
← JAMES PATRICK PRITCHARDAdvisorregistration: previous registration
Jun 6, 2018 to Apr 30, 2020factForm ADV
← Anthony P MazzarielloAdvisorregistration: previous registration
Apr 13, 2018 to Dec 20, 2019factForm ADV
← Byron Thomas RamultAdvisorregistration: previous registration
Mar 7, 2018 to Dec 20, 2019factForm ADV
← Wayne WashowichAdvisorregistration: previous registration
Dec 15, 2016 to Mar 25, 2019factForm ADV
← Nathaniel OmeltchenkoAdvisorregistration: previous registration
Nov 28, 2018 to Mar 25, 2019factForm ADV

Controls (9)

← MINELLA, DAVID, ANTHONYOwnerMEMBER, ownership code E, individual
Oct 17, 2016 to Dec 16, 2024factForm ADV
← FORLINES, JOHN, ARTHUROwnerCHIEF INVESTMENT OFFICER, DIRECTOR, ownership code NA, individual
Jan 10, 2018 to Dec 16, 2024factForm ADV
← EARP, JACK, ALEXANDEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 31, 2019 to Dec 16, 2024factForm ADV
← THOMPSON, JEFFREY, ROBERTOwnerMEMBER, ownership code C, individual
Oct 17, 2016 to Dec 16, 2024factForm ADV
← DOWLER, WILLIAM, BRADLEYOwnerMEMBER, ownership code C, individual
Oct 17, 2016 to Dec 16, 2024factForm ADV
← MOLARI, RICHARD, EDWARDOwnerCHIEF OPERATING OFFICER, TREASURER, AND DIRECTOR, ownership code NA, individual
Oct 17, 2016 to Dec 16, 2024factForm ADV
← DF MANAGEMENT LLCOwnerMEMBER, ownership code C, domestic entity
Aug 18, 2022 to Dec 16, 2024factForm ADV
← MINELLA CAPITAL MANAGEMENT, LLCOwnerMEMBER, ownership code E, domestic entity
Oct 17, 2016 to Dec 16, 2024factForm ADV
← WEDCO ACQUISITION CO., LLCOwnerMEMBER, ownership code D, domestic entity
Oct 17, 2016 to Dec 16, 2024factForm ADV

Moved with (1)

← W.E. DONOGHUE & CO., INCRegistered adviser2 advisors, team lift out, same day
Dec 13, 2016 to Dec 15, 2016factForm ADV

Dated events

Occurred
Apr 5, 2023
Advisor changed firm
Steven Grady Carver left Donoghue Forlines Llc for Lpl Financial Llc (registered 2023-05-18)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
Donoghue Forlines Llc reported RAUM $398.8M, down 39% from $656.1M (2022-08-18 to 2023-03-31)
Form ADVobserved 6 days ago
$-257M
Occurred
Mar 31, 2023
Control person joined
Bradley William Dowler (Member) appeared on Schedule A of Donoghue Forlines Llc
Form ADVobserved 6 days ago
Occurred
Aug 18, 2022
Control person left
Curtis Alexander Meyer (Director Of Sales, Director) no longer on Schedule A of Donoghue Forlines Llc (listed 2022-03-31, absent 2022-08-18)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Donoghue Forlines Llc reported RAUM $706.9M, down 73% from $2.6B (2020-01-09 to 2020-03-30)
Form ADVobserved 6 days ago
$-1.9B
Occurred
Jan 9, 2020
Control person left
Joseph Robert Shea (Co-Chief Investment Officer) no longer on Schedule A of Donoghue Forlines Llc (listed 2019-10-31, absent 2020-01-09)
Form ADVobserved 6 days ago
Occurred
Oct 31, 2019
Control person joined
Alexander Jack Earp (Chief Compliance Officer) appeared on Schedule A of Donoghue Forlines Llc
Form ADVobserved 6 days ago
Occurred
Oct 31, 2019
Control person left
Bradley William Dowler (Chief Compliance Officer And Treasurer) no longer on Schedule A of Donoghue Forlines Llc (listed 2019-03-25, absent 2019-10-31)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2019
Control person joined
Joseph Robert Shea (Co-Chief Investment Officer) appeared on Schedule A of Donoghue Forlines Llc
Form ADVobserved 6 days ago
Occurred
Jan 10, 2018
Regulatory AUM changed
Donoghue Forlines Llc reported RAUM $3.5B, up 30% from $2.7B (2017-12-05 to 2018-01-10)
Form ADVobserved 6 days ago
$792M
Occurred
Oct 17, 2016
Succession filed (Item 4)
W.E. Donoghue & Co., Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Oct 17, 2016
First Form ADV filing
W.E. Donoghue & Co., Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96ffbef9-386a-0a51-24fa-5e31187a399f
First observed: Oct 17, 2016
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DONOGHUE FORLINES LLC

CRD 285403

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96ffbef9-386a-0a51-24fa-5e31187a399f

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY ROBERT THOMPSON

n/a

Boston, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DF MANAGEMENT LLC

Member

yes

09/2016

Aug 18, 2022

Dec 16, 2024

DOWLER, WILLIAM, BRADLEY

Member

yes

05/2022

Oct 17, 2016

Dec 16, 2024

EARP, JACK, ALEXANDER

CHIEF COMPLIANCE OFFICER

yes

10/2019

Oct 31, 2019

Dec 16, 2024

FORLINES, JOHN, ARTHUR

CHIEF INVESTMENT OFFICER, DIRECTOR

yes

12/2017

Jan 10, 2018

Dec 16, 2024

MINELLA CAPITAL MANAGEMENT, LLC

Member

yes

10/2016

Oct 17, 2016

Dec 16, 2024

MINELLA, DAVID, ANTHONY

Director

yes

10/2016

Oct 17, 2016

Dec 16, 2024

MINELLA, DAVID, ANTHONY

Member

yes

10/2006

Oct 17, 2016

Dec 16, 2024

MOLARI, RICHARD, EDWARD

CHIEF OPERATING OFFICER, TREASURER, AND DIRECTOR

yes

09/2016

Oct 17, 2016

Dec 16, 2024

THOMPSON, JEFFREY, ROBERT

CHIEF EXECUTIVE OFFICER, DIRECTOR

yes

09/2016

Oct 17, 2016

Dec 16, 2024

THOMPSON, JEFFREY, ROBERT

Member

yes

05/2022

Oct 17, 2016

Dec 16, 2024

WEDCO ACQUISITION CO., LLC

Member

yes

09/2016

Oct 17, 2016

Dec 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$371M

n/a

2024

Mar 31, 2025

$389M

n/a

2023

Mar 28, 2024

$376M

n/a

2022

Mar 31, 2023

$399M

n/a

2021

Mar 31, 2022

$656M

n/a

2020

Mar 30, 2021

$569M

n/a

2019

Mar 30, 2020

$707M

n/a

2018

Mar 25, 2019

$2.6B

$1.0B

n/a

2017

Jan 10, 2018

$3.5B

$1.5B

n/a

2016

Mar 20, 2017

$2.2B

$863M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$371M

$389M

-4.6%

$399M

-2.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

W.E. DONOGHUE & CO., INC

Dec 13, 2016

Dec 15, 2016

NORWOOD, MA

Team lift out

Other

100.0%