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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| O'Dell Capital Management
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|---|---|
| CRD # | 326354 |
| SEC # | 801-128174 |
| CIK # | |
| AUM | $150.8 M (2025-03-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 937-393-3154 |
| Address | 858 W Main St Hillsboro, OH 45133 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 316 | 71.7 |
| (b) Individuals (high net worth individuals) | 33 | 74.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.2 |
| (h) Charitable organizations | 4 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 354 | 150.8 |
| By Discretionary | ||
| Discretionary | 354 | 150.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 354 | 150.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 149.2 | |
| Total | 354 | 150.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Davidson Advisory Group LLC
✚
|
NC | 0.2 |
|
Bridgeway Wealth Management LLC
✚
|
IA | 0.2 |
|
Effective Assets Inc
✚
|
0.2 | |
|
Amphora Wealth Management LLC
✚
|
NC | 0.2 |
|
Ivy League Financial Advisors LLC
✚
|
MD | 0.2 |
|
Crossover Capital Brands LLC
✚
|
PA | 0.2 |
|
Elite Income Advisors Inc
✚
|
MD | 0.2 |
|
Gilbert Greg RIA LLC
✚
|
CA | 0.2 |
|
Clearbrook Investment Solutions LLC
✚
|
NY | 0.1 |
|
Kelsey Financial LLC
✚
|
CA | 0.1 |