ODINGARD CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$34.2M
Discretionary
$899K
3% of AUM
Avg account
$760K
Accounts
45
Employees
6
Advisory reps
3

Firm details

Headquarters
TULSA, Oklahoma
CRD number
297861
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 53%, Exchange Traded Equities 38%, Cash & Cash Equivalents 5%, US Government Bonds 2%, Investment Grade Corp Bonds 2%53%
  • Other53%
  • Exchange Traded Equities38%
  • Cash & Cash Equivalents5%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • SCOTT ALBERTSON

    Co-Founder & CEOCRD 1961589

Contacts

2 of 2
  • JEFFREY HALE

    Executive Vice PresidentCRD 2411474

  • Lars Obel

    Co-FounderCRD 6995272

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth