ODINGARD CAPITAL MANAGEMENT
Firm details
- Headquarters
- TULSA, Oklahoma
- CRD number
- 297861
- Website
- www.lifetimeincomestore.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.05%
- Pension & Profit Sharing Plans15.63%
- Individuals10.32%
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Odingard Capital Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator for both individual & family and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, pension consulting and the selection of third‑party advisers. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser. Odingard lists affiliations with other investment advisers, an insurance company and pension consultant relationships, and its operating model emphasizes directing client capital to external managers where appropriate.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other53%
- Exchange Traded Equities38%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1SCOTT ALBERTSON
Co-Founder & CEOCRD 1961589
Contacts
2 of 2JEFFREY HALE
Executive Vice PresidentCRD 2411474
Lars Obel
Co-FounderCRD 6995272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TULSA, OK
TULSA
Location
TULSA, OK
Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- TULSA
- Address
- 2005 E 21st St
- Time zone
- CT (UTC-6)
- Office locations
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