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The O'Dell Group, LLC

CRD 119850SEC# 801-68466Cincinnati, OH
Export (members)
No longer SEC-registered. The O'Dell Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$803.3M
Employees
15
Accounts
1,795
Location
Cincinnati, OH

The O'Dell Group, LLC assets under management

The O'Dell Group, LLC operates as an SEC-registered investment adviser based in Cincinnati, OH. It reports $803.3 million in regulatory assets under management and employs 15 people.

The O'Dell Group, LLC owners & executives

10 reported
NameTitleOwnershipSince
Adam Nicholas BraunscheidelMemberUnder 5%2025
Andrew Michael TaylorMemberUnder 5%2020
Carole Cooney Foos ControlChief Financial Officer, MemberUnder 5%2008
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Frequently asked questions

How much does The O'Dell Group, LLC manage?

The O'Dell Group, LLC reports $803.3 million in regulatory assets under management on its Form ADV.

How many employees does The O'Dell Group, LLC have?

The O'Dell Group, LLC reports 15 employees.

Where is The O'Dell Group, LLC located?

The O'Dell Group, LLC is based in Cincinnati, OH.

Does The O'Dell Group, LLC disclose fund performance?

The O'Dell Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8044 Montgomery Road, Suite 440, Cincinnati, OH 45236
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$803.3M
Non-discretionary$0
Total (RAUM)$803.3M