Oder Investment Management, LLC

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Client assets under management

$325,951,224

Clients

180

40% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,810,840

About

Oder Investment Management, LLC is a registered investment adviser that serves individuals, high‑net‑worth clients, families, trusts, foundations, and employer plan sponsors. The firm provides discretionary investment management, financial planning, and retirement‑plan consulting, and identifies Charles Schwab as the primary custodian in its brochure (the ADV also lists the firm’s CRD number and website).

OIM builds individualized Investment Policy Statements and applies Modern Portfolio Theory, combining active and passive management, global diversification, and periodic rebalancing to pursue real capital growth consistent with each client’s risk tolerance. Accounts are generally managed on a discretionary basis, are reviewed at least monthly, and the brochure describes regular client contact and ongoing monitoring, including at least annual comprehensive reviews.

Compared with many team firms, OIM is long established (registered since 1999) and manages roughly $366.7 million with a four‑person advisory team servicing about 180 clients, and it typically requires a $500,000 account minimum (waivable in certain cases). The firm also notes the use of Schwab’s institutional platform and, unusually for a team of this size, advertises third‑party ratings—an uncommon disclosure among similar advisory teams.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Passive / index investing Wealth management Retirement income strategy Equity compensation tax strategy

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Financial planning services fixed fee ranging from $1,000 to $5,000, negotiable, based on scope; 50% due at signing, remainder due upon plan delivery

Percentage

$0+: 1% standard, negotiable (may be lower for accounts primarily cash or fixed income; some accounts under different fee schedules honoring prior agreements; some family/related accounts managed without charge) $0+: Retirement Plan Consulting Services: 0.25% to 0.50% annually based on plan assets and scope

Project-based

$200 per hour (used to calculate financial planning fixed fees)

Other

Account minimum: $500,000

Main office location

Oder Investment Management, LLC

21300 Victory Blvd, Suite 855

Woodland Hills CA 91367, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

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

Quick links

LinkedIn Website (818) 676-0036

Advisors at this firm

Steven Z

Series 66

Woodland Hills, CA

Oder Investment Management, LLC

Steven Zorn is a financial advisor with Oder Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Oder Investment Management since 2014, during which time the firm has evolved from Oder & Stewart Investment Management. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm uses Modern Portfolio Theory, combining active and passive management with global diversification and periodic rebalancing to pursue capital growth aligned with client risk tolerance.

Active portfolio management Passive / index investing Wealth management Retirement income strategy Equity compensation tax strategy Executive Founder/Business Owner

Y S

Series 63, Series 65

Woodland Hills, CA

Oder Investment Management, LLC

Y Shih is a financial advisor at Oder Investment Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill Lynch, Konnect Resources LLC, and UBS Financial Services. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm uses Modern Portfolio Theory, combining active and passive management with global diversification and periodic rebalancing, and manages accounts on a discretionary basis with regular client reviews.

Active portfolio management Passive / index investing Wealth management Retirement income strategy Equity compensation tax strategy Executive Founder/Business Owner

Joshua O

Series 65

Woodland Hills, CA

Oder Investment Management, LLC

Joshua Oder is a financial advisor at Oder Investment Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with Oder Investment Management since 1999, including its previous iteration as Oder & Stewart Investment Management. Oder Investment Management, LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, applying Modern Portfolio Theory with a combination of active and passive management and global diversification.

Active portfolio management Passive / index investing Wealth management Retirement income strategy Equity compensation tax strategy Executive Founder/Business Owner

Erik H

CFP®, Series 66

Los Angeles, CA

Oder Investment Management, LLC

Erik Helmstetter is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Oder Investment Management, LLC since 2017 and previously worked at Morgan Stanley in various roles from 2009 to 2017. Outside of finance, he owns Trancension Music, LLC, which organizes music events and volunteer coordination in Los Angeles. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management, global diversification, and periodic rebalancing to pursue real capital growth aligned with client risk tolerance.

Active portfolio management Passive / index investing Wealth management Retirement income strategy Equity compensation tax strategy Executive Founder/Business Owner

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