Oder Investment Management, LLC

RIASEC RegisteredEst. 2017

Total AUM

$367M

Discretionary

$339M

92% of AUM

Avg account

$628K

Accounts

584

Employees

Advisory reps

Firm details

Headquarters: Woodland Hills, California
CRD number: 134506
Registered since: June 16, 2017
Website: www.oderllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.02%
Individuals12.87%
Pension & Profit Sharing Plans8.52%
Charitable Organizations1.37%
Corporations / Businesses1.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Oder Investment Management, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2017. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The record indicates the firm does not act as a capital allocator and is not positioned as an ESG-focused manager. Their advisory scope centers on discretionary portfolio management (a substantial portion of assets are managed on a discretionary basis) alongside financial planning services. The firm is a single RIA entity rather than part of a related-adviser structure and is not listed as a multi-state adviser or pension consultant.