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Home > Retirement Planners > ohio > hillsboro > O'DELL CAPITAL MANAGEMENT
O'DELL CAPITAL MANAGEMENT
858 W. Main St
Hillsboro, Ohio 45133
Tel: 937-393-3154
About O'DELL CAPITAL MANAGEMENT
O'DELL CAPITAL MANAGEMENT, formally registered with the SEC as O'DELL CAPITAL MANAGEMENT. The firm was established in 06/16/2023. They have over 1 offices throughout the country.
O'DELL CAPITAL MANAGEMENT is a Hillsboro, Ohio based Financial Planning firm with nearly $136,550,000 assets under management, offering retirement planning & investment advisory services to 344 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326354 |
| SEC# | 801-128174 |
| Assets Managed by Firm | $136,550,000 |
| No. of Clients | 344 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 344 | $136,550,000 |
| Individuals (other than high net worth individuals) | 315 | $66,950,000 |
| High net worth individuals | 28 | $66,800,000 |
| Pension and profit sharing plans | 1 | $2,800,000 |
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|---|---|---|---|
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