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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2023
- Office Locations
- 1
Office Locations
About Bell City Wealth, Inc.
O'Dell Capital Management is a Hillsboro, OH–based RIA providing portfolio management and comprehensive financial planning, including retirement, estate/charitable giving and trust, education, risk, and longevity planning. The firm works with business owners, families and individuals, retirees, and endowments/foundations, building personalized investment plans aligned to client objectives. Affiliated with Raymond James and offers client access plus Capital Markets University resources.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RICHARD ALAN CARROLL
Financial Advisor, President, PRINCIPAL OWNER
- CRD
- #5994048
- Ownership
- 75% or more
DENISE MICHELLE YOUNG
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $163,331,134 | $207,010 |
| Non-Discretionary | $0 | -- |
| Total | $163,331,134 | $207,010 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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