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THE O'DELL GROUP, LLC
THE O'DELL GROUP, LLC
OJM GROUP, LLC
CINCINNATI, Ohio
·
8 registered advisors
·
CRD# 119850
SEC# 801-68466
2
513-791-7525
01
Firm Overview
AUM
$722M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE O'DELL GROUP, LLC
8 registered advisors
Andrew Michael Taylor
CINCINNATI, Ohio
CRD# 2918855
Anne Septic
CINCINNATI, Ohio
CRD# 6947197
Carole Cooney Foos
CINCINNATI, Ohio
CRD# 5604858
Christopher Raymond Jarvis
CINCINNATI, Ohio
CRD# 3052558
David Bruce Mandell
CINCINNATI, Ohio
CRD# 4274252
Harold Michael Lewellen
CINCINNATI, Ohio
CRD# 4734364
Jason Mahoney Odell
CINCINNATI, Ohio
CRD# 2715995
Robert G Peelman
CINCINNATI, Ohio
CRD# 4681010
05
Office Locations
CINCINNATI, Ohio
8 advisors
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Data sourced from SEC Form ADV filings. THE O'DELL GROUP, LLC (CRD# 119850) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.