ODA And Company, Inc.

RIASEC RegisteredEst. 2026

Total AUM

$126M

Discretionary

$125M

99% of AUM

Avg account

$439K

Accounts

286

Employees

Advisory reps

Firm details

Headquarters: Medina, Ohio
CRD number: 119952
Registered since: April 15, 2026
Website: www.odaandcompany.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals64.81%
HNWI34.91%
Corporations / Businesses0.28%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

ODA And Company, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm reports registration with the SEC in 2026 and describes itself as a capital allocator that primarily serves individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Pricing mixes percentage‑of‑AUM billing with hourly and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. It lists an affiliation with an insurance company.