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|
| Keyboard |
| ODA and Company Inc
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|
|---|---|
| CRD # | 119952 |
| SEC # | 801-135858 |
| CIK # | 0001842240 |
| AUM | 125.6 M (2026-03-16) |
| Employees | 3 (33% Investors, 100% Brokers) |
| Phone | 330-725-8911 |
| Address | 416 West Liberty Street Medina, OH 44256-2222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 81.4 |
| (b) Individuals (high net worth individuals) | 33 | 43.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 286 | 125.6 |
| By Discretionary | ||
| Discretionary | 274 | 124.6 |
| Non-Discretionary | 12 | 0.9 |
| Total | 286 | 125.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.6 | |
| Total | 286 | 125.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001842240] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 13 |
| Serves | Institutional, Retail |
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