|
⚲
|
| Lanham Odell & Co Inc
✚
| |
|---|---|
| CRD # | 105708 |
| SEC # | 801-16856 |
| CIK # | |
| AUM | $708.2 MM (2024-03-11) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 304-757-8131 |
| Address | 3981 Teays Valley Rd Hurricane, WV 25526-9080 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 609 | 125.1 |
| (b) Individuals (high net worth individuals) | 253 | 519.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 34.4 |
| (h) Charitable organizations | 5 | 29.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,200 | 708.2 |
| By Discretionary | ||
| Discretionary | 2,200 | 708.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,200 | 708.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 708.2 | |
| Total | 2,200 | 708.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IBEX Wealth Advisors LLC
✚
|
NJ | 0.7 |
|
Aequitas Investment Advisors LLC
✚
|
MA | 0.7 |
|
Radnor Capital Management LLC
✚
|
PA | 0.7 |
|
Imprint Wealth LLC
✚
|
SC | 0.7 |
|
Fuller Wealth Management LLC
✚
|
TX | 0.7 |
|
NWK Group Inc
✚
|
CA | 0.7 |
|
McGuire Investment Group LLC
✚
|
RI | 0.7 |
|
Porter White Investment Advisors Inc
✚
|
AL | 0.7 |
|
Atyant Capital Management Limited
✚
|
0.7 | |
|
Lantz Financial LLC
✚
|
IL | 0.7 |