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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The O'Dell Group LLC
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|---|---|
| CRD # | 119850 |
| SEC # | 801-68466 |
| CIK # | 0001742569 |
| AUM | $803.3 M (2025-03-20) |
| Employees | 15 (53% Investors, 7% Brokers) |
| Phone | 513-791-7525 |
| Address | 8044 Montgomery Road Cincinnati, OH 45236 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.7 | ||
| J P Morgan Chase & Co | 5.0 | ||
| Amazon Com Inc | 3.3 | ||
| Phillips Edison - ARC Shopping Center REIT Inc | 2.1 | ||
| Nvidia Corp | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 306 | 104.7 |
| (b) Individuals (high net worth individuals) | 156 | 440.2 |
| (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 | 79 | 100.0 |
| (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 | 5 | 10.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 71 | 148.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,795 | 803.3 |
| By Discretionary | ||
| Discretionary | 1,795 | 803.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,795 | 803.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 803.3 | |
| Total | 1,795 | 803.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001742569] |
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KS | 0.8 |
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KS | 0.8 |
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MD | 0.8 |
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FL | 0.8 |
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TX | 0.8 |
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PA | 0.8 |
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MA | 0.8 |
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CO | 0.8 |
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