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Oda And Company, Inc.

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Client assets under management

$125,207,116

Clients

197

17% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

99

High

Average account size

$635,569

About

Oda and Company, Inc. is an Ohio-registered investment adviser owned by Stanley Oda that serves individuals, high-net-worth households, trusts, charities and business entities with financial planning, estate settlement assistance, and discretionary portfolio management. The firm reports managing roughly $125 million in client assets and delivers services through LPL Financial-sponsored programs and model portfolio offerings.

Portfolios are constructed using Modern Portfolio Theory and a combination of fundamental and technical analysis with tactical asset allocation, and clients may select from five model allocations ranging from capital preservation to aggressive growth. Oda generally requires client accounts to be custodied at LPL, seeks discretionary trading authority for portfolio management, and offers algorithm-driven Guided Wealth Portfolios (FutureAdvisor) and Model Wealth Portfolios as program options.

Compared with many peers, the firm serves a relatively large number of client accounts for a two-advisor practice—approaching 200—which corresponds with its use of LPL program platforms and electronic client portals to scale service. The firm’s representatives are registered with LPL and may also sell insurance products as licensed agents, and Oda sponsors wrap-fee program accounts—arrangements the brochure discloses as additional sources of compensation and conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Concentrated stock management Real estate investing Options & derivatives strategies

Fee options

Fixed

Financial planning fixed fees range from $2,000 to $5,000 depending on complexity

Percentage

$25,000 - $100,000: 1.00% $100,001 - $300,000: 0.95% $300,001 - $400,000: 0.90% $400,001 - $500,000: 0.85% $500,001 - $600,000: 0.80% $600,001 - $700,000: 0.75% $700,001 - $800,000: 0.70% $800,001 - $1,000,000: 0.60% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.40%

Commissions

Commissions may be earned through securities sales via LPL Financial, LLC, separate from advisory fees

Project-based

Financial planning hourly rate ranges from $150 to $300 per hour, minimum two hours per engagement

Other

Account minimum: $100,000 Fee-only: Financial planning fixed fee $2,000 to $5,000; Hourly fee $150 to $300 per hour (minimum two hours)

Main office location

Oda And Company, Inc.

416 West Liberty Street

Medina OH 44256-2222, United States

Number of offices

1

Most active in

More info

Florida · Ohio · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 330-725-8911

Advisors at this firm

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user avatar

Patricia H

Series 63, Series 66

Medina, OH

Oda And Company, Inc.

Patricia Hornak Box is a financial advisor at Oda And Company, Inc. with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oda And Company since 2000. In addition to her advisory role, she is involved in non-variable insurance activities. Oda And Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm employs Modern Portfolio Theory to construct diversified portfolios and manages accounts primarily on a discretionary basis, utilizing fundamental and technical analysis alongside tactical asset allocation.

General retirement planning Concentrated stock management Real estate investing Options & derivatives strategies
user avatar

Stanley O

CFP®, Series 63

Medina, OH

Oda And Company, Inc.

Stanley Oda is a CFP® professional with 37 years of experience in the financial industry. He has been the principal of Oda and Company, Inc. since 1999 and has also been associated with LPL Financial LLC since 1998. Oda and Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm uses Modern Portfolio Theory to construct portfolios across five risk profiles and manages accounts primarily on a discretionary basis, incorporating fundamental and technical analysis as well as tactical asset allocation.

General retirement planning Concentrated stock management Real estate investing Options & derivatives strategies
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