O'Dell is an investment advisor in Cincinnati with $599.10 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
311631718
SEC advisor number
801-68466
FINRA CRD number
119850
AUM ?
$599.10 mm
(as of 20 Oct 22)
Accounts
1,529
(as of 20 Oct 22)
Employees
15
(9 investment advisory or research)
Address
O'Dell
8044 MONTGOMERY ROAD SUITE 440
CINCINNATI
OH 45236
8044 MONTGOMERY ROAD SUITE 440
CINCINNATI
OH 45236
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
513-791-7525
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Odell, Jason, Mahoney | Chief Executive Officer | 12/2009 | < 5% |
Foos, Carole, Cooney | Chief Financial Officer | 10/2008 | < 5% |
Lewellen, Harold, Michael | Member | 10/2008 | 5-10% |
Ojm Group, LLC | Member | 12/2009 | > 75% |
Odell, Jason, Mahoney | Member | 12/2009 | 25-50% |
Mandell, David, Bruce | Member | 12/2009 | 25-50% |
Peelman, Robert, G | Partner | 01/2020 | < 5% |
Taylor, Andrew, Michael | Partner | 01/2020 | < 5% |
Green, Leslie, Ann | Chief Compliance Officer | 07/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22