$366.7M Total AUM
$338.5M Disc. AUM
14.7% 3Y CAGR
6 Employees
201 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-22-1999
- Office Locations
- 2
Office Locations
21300 Victory Blvd Suite 855 Woodland Hills CA
6080 Center DR 6TH Floor, Ste. 681 LOS Angeles CA
About Oder Investment Management, LLC
Oder Investment Management LLC is an independent RIA providing integrated financial planning and investment management for individuals, families, trusts and foundations. The firm builds personalized investment policies and adjusts plans as client goals change, emphasizing unbiased, high-touch advice. Portfolios are implemented largely with ETFs and public funds, alongside municipal and government bonds; primary custodian is Charles Schwab & Co.
Team overview
48 AVG AGE
$91.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
13.4 yrs AVG TENURE
6 Employees
4 Advisory Reps
5 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Momentum Signal zenith Foundation ember Peak
Client Personas
North
Custodian
Alpha timber Ember Beacon Zenith
Investment Themes
Matrix wave
Investment Vehicles
Frontier
Platform
Pioneer Foundation
Services
Element timber Insight bridge Fusion Horizon Peak Glacier beacon Ridge frontier Timber Radial unison Delta
Owner & Executives
D
Dana Oder
--
- CRD
- --
- Ownership
- 75% or more
(959) 980-5289
ridge.eagle@deltacapital.com
in linkedin.com/in/north-timber
J
JOSHUA KENNETH ODER
--
- CRD
- #3195875
- Ownership
- 75% or more
(528) 458-1740
glacier.beacon@summitcapital.com
in linkedin.com/in/focus-matrix
E
Eagle foundation
Glacier vertex beacon
- CRD
- #87565
- Ownership
- 39.6%
(540) 738-5634
fusion.zenith@pathwaycapital.com
in linkedin.com/in/fusion-vital
Showing 2 of 6 owners & executives
Unlock allContacts
L
LUCAS ANDREW FRANCO
Advisor
- CRD
- #4949221
(634) 568-1655
atlas.meridian@oakcapital.com
in linkedin.com/in/north-quantum
Y
Y Samuel SHIH
Associate Wealth Advisor
- CRD
- #6806755
(296) 484-3853
peak.peak@frontiercapital.com
in linkedin.com/in/frontier-ridge
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $338,546,601 | $589,802 |
| Non-Discretionary | $28,146,189 | $2,814,619 |
| Total | $366,692,790 | $627,899 |
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Separately Managed Accounts
Total SMA Asset: $366,692,790
Equity - Exchange:
8.1% Public Funds:
8.2% Municipal Bonds:
10.1% Cash:
6.7% U.S. Government/Agency:
16.6% Corporate - Investment Grade:
12.2% Corporate - Non-Investment Grade:
14.8% Other:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $264,544,045 | 8.1% |
| Public Funds | $267,810,021 | 8.2% |
| Municipal Bonds | $329,863,563 | 10.1% |
| Cash | $218,820,383 | 6.7% |
| U.S. Government/Agency | $542,151,994 | 16.6% |
| Corporate - Investment Grade | $398,449,056 | 12.2% |
| Corporate - Non-Investment Grade | $483,364,428 | 14.8% |
| Other | $760,972,377 | 23.3% |
| Total | $3,265,975,867 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION DELTA | VERTEX EMBER | YQ7OFI3O2 | XHHTC | 6.18% | $111,147,932 |
| VITAL ATLAS WAVE | SUMMIT ZENITH | S90CAE57M | EEO | 3.10% | $49,361,806 |
| LEGACY WAVE | NORTH MOMENTUM | MDL1YDBYB | NIOTN | 5.09% | $1,239,800 |
| PEAK FOUNDATION FUSION | SIGNAL FOUNDATION | 51XPBPFQ0 | PEI | 8.79% | $116,531,344 |
| CREST LEGACY | MATRIX GLACIER | TER3ZO2OU | JSEA | 5.13% | $36,576,326 |
| SIGNAL CAPITAL | MOMENTUM BRIDGE | 9O5R0EHHQ | KFTGT | 3.41% | $58,244,316 |
| OAK BEACON BRIDGE | PATHWAY INSIGHT | 2IVVQB32R | JJFOL | 11.25% | $42,648,015 |
| FOUNDATION PRIME MATRIX | EMBER RADIAL | 1NURG1W9K | EPS | 8.70% | $85,612,075 |