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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lanham Odell & Co Inc
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|---|---|
| CRD # | 105708 |
| SEC # | 801-16856 |
| CIK # | |
| AUM | $771.0 M (2025-03-07) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 304-757-8131 |
| Address | 3981 Teays Valley Rd Hurricane, WV 25526-9080 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589 | 132.2 |
| (b) Individuals (high net worth individuals) | 251 | 573.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 34.2 |
| (h) Charitable organizations | 5 | 31.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,204 | 771.0 |
| By Discretionary | ||
| Discretionary | 2,204 | 771.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,204 | 771.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 771.0 | |
| Total | 2,204 | 771.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integrated Investment Consultants LLC
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|
MI | 0.8 |
|
LP Investment Management LLC
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|
TX | 0.8 |
|
ORG Partners LLC
✚
|
IN | 0.8 |
|
Carson Advisory Inc
✚
|
GA | 0.8 |
|
Alteri Wealth LLC
✚
|
CA | 0.8 |
|
Edge Wealth Management LLC
✚
|
NY | 0.8 |
|
Findec Wealth Services Inc
✚
|
CA | 0.8 |
|
FSA Wealth Partners Inc
✚
|
MD | 0.8 |
|
The High Net Worth Advisory Group LLC
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|
FL | 0.8 |
|
CCG Wealth Management LLC
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|
CA | 0.8 |