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John Ford Donohue

Homrich Berg

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About John Ford Donohue

John Ford Donohue is a financial advisor with Homrich Berg. John has been a registered investment advisor in the state of Georgia since October 2022 and previously worked as a registered representative with Citigroup Global Markets Inc. from August 2010 to May 2014. John is a Chartered Financial Analyst and has passed the Series 7 and Series 63 exams. John focuses on working with high-net-worth individuals, corporations, and other businesses, charitable organizations, investment companies, and pooled investment vehicles. Homrich Berg, an SEC-registered investment advisor, provides investment advisory services to individuals, families, foundations, endowments, and businesses, with a focus on wealth management, financial planning, and investment management.

Firm Information

John Donohue is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Donohue’s Registration & Firm History

GA

10/20/2022 - Present

Homrich Berg (ATLANTA GA)

NY

08/13/2010 - 05/23/2014

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Ford Donohue.
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