ODA AND COMPANY, INC.

Overview

ODA And Company, Inc. is an independent registered investment adviser that serves individual and family clients, acting as a capital allocator as well as a direct adviser. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers, which signals a hybrid approach of running client portfolios alongside allocating to third‑party managers. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. ODA And Company, Inc. is not positioned as an ESG-focused or multi‑state adviser, and it maintains an affiliation with an insurance company. Investment activity shows a clear preference for pooled public vehicles: mutual funds and other public funds make up the largest slice of AUM. At the same time, the firm allocates to alternatives — including hedge funds, real estate, and managed futures — and uses annuities as part of its product mix. The adviser largely operates on a discretionary basis, suggesting that model portfolios and delegated manager relationships are central to how client assets are run.

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Location & Offices