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- Custodian
- Charles Schwab & Company · Merrill Lynch · SEI
- Clients
- Retail and Institutional
- Platforms
- Fusion catalyst
- Established Date
- 07-01-2018
- Office Locations
- 1
Office Locations
About Odingard Capital Management
Odingard Capital Management is a fee-based fiduciary advisor providing actively managed, endowment-style multi-asset portfolios for individuals, with customization for tax efficiency, liquidity, and risk-managed diversification. The firm manages portfolios in-house and pairs investment management with ongoing planning support, including retirement income, tax planning, and estate/trust considerations. Custody is supported via providers such as Charles Schwab and SEI.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT ALAN ALBERTSON
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Lars Obel
Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Legacy glacier
Pathway focus
- CRD
- #32322
- Ownership
- 20.3%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $899,053 | -- |
| Non-Discretionary | $33,309,107 | -- |
| Total | $34,208,160 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,208,160
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $526,245,160 | 19.2% |
| Equity - Exchange | $630,397,848 | 23.0% |
| Cash | $386,461,289 | 14.1% |
| Corporate - Investment Grade | $789,367,740 | 28.8% |
| U.S. Government/Agency | $408,388,172 | 14.9% |
| Total | $2,740,860,209 | 100.0% |