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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

BUSH O'DONNELL INVESTMENT ADVISORS, INC

CRD 104689

ST LOUIS, MO

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:e3aebfa7-33de-41a1-4bdc-b3d60ab37fbe

Data as of Mar 29, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2012 to Mar 29, 2018
11 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $93.4MItem 5.F on the latest filing (2018-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $93.4M
Private client RAUM: $56.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 61%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 31
High net worth clients: 12
SEC number: 801-28037
CRD: 104689
Filings on the tape: 11
First filed: Mar 27, 2012
Latest filed: Mar 29, 2018
Organised: Corporation, Missouri

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
BUCHER, MICHELLE, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	09/2013	Oct 29, 2013	Mar 29, 2018
BUSH O'DONNELL & CO., INC.	Shareholder	E	yes	06/2000	Mar 27, 2012	Mar 29, 2018
BUSH, WILLIAM, HENRYTROTTER	Shareholder	C	yes	06/2000	Mar 27, 2012	Mar 29, 2018
IVY MEDICAL, LLC	Shareholder	E	yes	06/2000	Mar 27, 2012	Mar 29, 2018
ODONNELL, JAMES, VINCENT	Shareholder	C	yes	06/2000	Mar 27, 2012	Mar 29, 2018
ODONNELL, JAMES, VINCENT	PRESIDENT, DIRECTOR	Na	yes	05/1988	Mar 27, 2012	Mar 29, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MISSOURI PHYSICIANS ASSOCIATES	n/a	n/a	n/a	N	yes	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 29, 2018	$93.4M	$93.4M	3	2	0	n/a	n/a
2016	Mar 29, 2017	$161M	$161M	5	4	n/a	n/a	n/a
2015	Mar 30, 2016	$155M	$155M	4	4	n/a	n/a	n/a
2014	Mar 31, 2015	$201M	$201M	4	4	n/a	n/a	n/a
2013	Mar 31, 2014	$214M	$214M	4	4	n/a	n/a	n/a
2012	Mar 27, 2013	$201M	$199M	5	5	n/a	n/a	n/a
2011	Mar 27, 2012	$202M	$199M	n/a	n/a	n/a	n/a	n/a

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
2017	$93.4M	$161M	-42.2%	$201M	-22.5%	3	5	0	n/a

Relationships

Controls (5)

← BUSH, WILLIAM, HENRYTROTTEROwnerSHAREHOLDER, ownership code C, individual
Mar 27, 2012 to presentfactForm ADV
← BUCHER, MICHELLE, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 29, 2013 to presentfactForm ADV
← ODONNELL, JAMES, VINCENTOwnerSHAREHOLDER, ownership code C, individual
Mar 27, 2012 to presentfactForm ADV
← BUSH O'DONNELL & CO., INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 27, 2012 to presentfactForm ADV
← IVY MEDICAL, LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 27, 2012 to presentfactForm ADV

Registered with (3)

← JOHN FORREST BROWNAdvisorregistration: previous registration
Apr 6, 2000 to Aug 11, 2017factForm ADV
← Mark Joseph ReedAdvisorregistration: previous registration
Sep 10, 1996 to Sep 27, 2013factForm ADV
← CHARLES FREDERICK MEYERAdvisorregistration: previous registration
Jun 1, 2001 to Jan 18, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3aebfa7-33de-41a1-4bdc-b3d60ab37fbe
First observed: Mar 27, 2012
Last observed: Mar 29, 2018 103 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.

BUSH O'DONNELL INVESTMENT ADVISORS, INC

CRD 104689

ST LOUIS, MO

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:e3aebfa7-33de-41a1-4bdc-b3d60ab37fbe

Data as of Mar 29, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUCHER, MICHELLE, ANN

CHIEF COMPLIANCE OFFICER

yes

09/2013

Oct 29, 2013

Mar 29, 2018

BUSH O'DONNELL & CO., INC.

Shareholder

yes

06/2000

Mar 27, 2012

Mar 29, 2018

BUSH, WILLIAM, HENRYTROTTER

Shareholder

yes

06/2000

Mar 27, 2012

Mar 29, 2018

IVY MEDICAL, LLC

Shareholder

yes

06/2000

Mar 27, 2012

Mar 29, 2018

ODONNELL, JAMES, VINCENT

Shareholder

yes

06/2000

Mar 27, 2012

Mar 29, 2018

ODONNELL, JAMES, VINCENT

PRESIDENT, DIRECTOR

yes

05/1988

Mar 27, 2012

Mar 29, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MISSOURI PHYSICIANS ASSOCIATES

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 29, 2018

$93.4M

n/a

2016

Mar 29, 2017

$161M

n/a

2015

Mar 30, 2016

$155M

n/a

2014

Mar 31, 2015

$201M

n/a

2013

Mar 31, 2014

$214M

n/a

2012

Mar 27, 2013

$201M

$199M

n/a

2011

Mar 27, 2012

$202M

$199M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$93.4M

$161M

-42.2%

$201M

-22.5%

n/a