$125.6M Total AUM
$124.6M Disc. AUM
-- 3Y CAGR
3 Employees
210 ADV. Clients
26 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- FusionSignal +more
- Established Date
- 11-04-1999
- Office Locations
- 2
Office Locations
416 West Liberty Medina OH
4199 Kinross Lakes Pkwy. Suite 275 Richfield OH
About ODA AND Company, Inc.
ODA and Company, Inc. is a boutique wealth management and financial planning firm serving successful, cost-conscious households with high-touch, individualized advice. The firm emphasizes holistic planning beyond investments, including tax, insurance, estate, retirement, and charitable strategies. Portfolios commonly use public funds and ETFs with an active, asset-allocation focus, and custody is through LPL Financial.
Team overview
63 AVG AGE
$125.6M AVG AUM / ADVISOR
$597.9K AVG AUM / CLIENT
23.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
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Asset Classes
North atlas Vital north Harbor atlas Eagle
Custodian
Glacier timber Oak eagle Insight Vital Signal Legacy fusion Unison insight Bridge value Peak matrix Element
Investment Themes
Beacon Eagle atlas Legacy Focus vertex
Investment Vehicles
Wave horizon Quantum quantum Fusion value
Services
Alpha Matrix Foundation unison Eagle foundation Delta glacier North Element focus Element wave
Technology
Delta beacon Oak peak Pathway pathway
Owner & Executives
STANLEY ODA
Chief Compliance Officer, President
- CRD
- #1779618
- Ownership
- 75% or more
(864) 265-3801
beacon.element@bridgecapital.com
in linkedin.com/in/eagle-legacy
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P
PATRICIA SUE HORNAK-BOX
--
- CRD
- #2380487
(443) 866-8184
prime.north@glaciercapital.com
in linkedin.com/in/vertex-timber
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,648,137 | $454,920 |
| Non-Discretionary | $913,382 | $76,115 |
| Total | $125,561,519 | $439,026 |
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Separately Managed Accounts
Total SMA Asset: $125,561,519
Public Funds:
21.9% Equity - Exchange:
42.6% Cash:
35.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,778,530,238 | 21.9% |
| Equity - Exchange | $3,459,606,763 | 42.6% |
| Cash | $2,883,005,636 | 35.5% |
| Total | $8,121,142,637 | 100.0% |