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Rick Claude O'dell

O'DELL CAPITAL MANAGEMENT·HILLSBORO, Ohio
Unclaimed Profile
858 W. MAIN ST, HILLSBORO, OH 45133CRD# 2173837Firm CRD# 326354
01

About

Rick Claude O'dell is a registered financial advisor based in HILLSBORO, Ohio, affiliated with O'DELL CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
O'DELL CAPITAL MANAGEMENT
O'DELL CAPITAL MANAGEMENT
AUM
$137M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2173837
Firm CRD# 326354
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rick Claude O'dell offer?
Rick Claude O'dell specializes in Financial Planning, Investment Management. Contact their office in HILLSBORO, Ohio for a consultation.
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, working with O'DELL CAPITAL MANAGEMENT. Their office serves clients in the HILLSBORO metropolitan area and surrounding communities.
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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