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Rick Claude O'dell

O'DELL CAPITAL MANAGEMENT·HILLSBORO, Ohio
SIE, Series 7, Series 24, Series 6319 years registeredO'DELL CAPITAL MANAGEMENT
858 W. MAIN ST, HILLSBORO, OH 45133CRD# 2173837Firm CRD# 326354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rick Claude O'dell · HILLSBORO, OH
Registration
CRD #2173837 · O'DELL CAPITAL MANAGEMENT · 19 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: O'DELL CAPITAL MANAGEMENT
O'DELL CAPITAL MANAGEMENT
Oct 2023 – Jan 2026
HILLSBORO, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Mar 2009 – Jul 2023
HILLSBORO, OH
EDWARD JONES
Jan 2007 – Mar 2009
HILLSBORO, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · January 25, 2007
Years registered · 19
03

Disclosure History

2000Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
O'DELL CAPITAL MANAGEMENT
CRD 326354 · SEC 801-128174
AUM
$137M
Regulatory assets under management
Employees
3
344 client accounts
Services offered by O'DELL CAPITAL MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at O'DELL CAPITAL MANAGEMENT →
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05

Frequently Asked Questions

What services does Rick Claude O'dell offer?
Rick Claude O'dell specializes in Financial Planning, Investment Management.
What are Rick Claude O'dell's credentials?
Rick Claude O'dell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rick Claude O'dell located?
Rick Claude O'dell is based in HILLSBORO, Ohio, last registered with O'DELL CAPITAL MANAGEMENT.
How does Rick Claude O'dell charge for services?
Rick Claude O'dell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O'DELL CAPITAL MANAGEMENT?
O'DELL CAPITAL MANAGEMENT has approximately 3 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
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