Overview
Assets Under Management: $803 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 156
Average Client Assets: $3 million
Frequently Asked Questions
THE O'DELL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119850), THE O'DELL GROUP, LLC is subject to fiduciary duty under federal law.
THE O'DELL GROUP, LLC is headquartered in CINCINNATI, OH.
THE O'DELL GROUP, LLC serves 156 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, THE O'DELL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
THE O'DELL GROUP, LLC manages $803 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, THE O'DELL GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 156
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.81
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,795
Discretionary Accounts: 1,795
Regulatory Filings
CRD Number: 119850
Filing ID: 1939532
Last Filing Date: 2025-03-20 16:15:00
Website: https://calfee.com