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Odingard Capital Management

Updated today

Client assets under management

$26,714,068

Clients

106

83% high-net worth

Advisors

2

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

53

Typical

Average account size

$252,020

About

Odingard Capital Management works with individual investors (including high‑net‑worth clients) and employer‑sponsored retirement plans, offering investment advisory services, pension and 401(k) consulting, and assistance selecting and monitoring other money managers. The firm charges asset‑based advisory fees and delivers periodic written reports through custodians.

The firm typically delegates management of larger accounts to a third‑party sub‑adviser (Osborne Partners Capital Management) while retaining discretionary authority to hire, monitor, and replace sub‑advisers; accounts below the firm’s threshold are managed directly using ETF target allocations matched to client risk profiles. OCM conducts due diligence on sub‑advisers, oversees their performance, and does not sponsor wrap fee programs.

Distinctive aspects include its provision of employee benefit plan and pension consulting alongside an operational affiliation with an insurance business (Lifetime Income Store), which the firm discloses as a potential conflict when clients use those insurance or consulting services. Despite the firm’s modest advisor team and reported AUM, most assets are placed on a larger sub‑adviser platform (the named sub‑adviser reports substantially higher AUM), and the firm directs clients to specific custodians for account execution.

Client services

Financial planning Pension consulting Selection of other advisers

Expertise

Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies

Fee options

Percentage

$0 - $500,000: 1.25% annually $500,000 - $5,000,000: 1.00% annually $5,000,000+: 0.50% annually

Other

Account minimum: $500,000 (negotiable at sole discretion of Adviser for lower amounts)

Main office location

Odingard Capital Management

2005 East 21 St Street

Tulsa OK 74114, United States

Number of offices

1

Most active in

Georgia · Ohio · Oklahoma · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jeffrey H

Series 63, Series 65, Series 66

Tulsa, OK

Odingard Capital Management

Jeffrey Hale is a financial advisor at Odingard Capital Management with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Pentegra and Pentegra Distributors Inc. prior to joining Odingard in 2019. Odingard Capital Management serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans by providing investment advisory services, pension and 401(k) consulting, and assistance with selecting and monitoring other money managers. The firm typically delegates management of larger accounts to a third-party sub-adviser while managing smaller accounts directly using ETF target allocations aligned with client risk profiles.

Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies
user avatar

Jordan K

Series 63, Series 65

Tulsa, OK

Odingard Capital Management

Jordan Kelley is a financial advisor at Odingard Capital Management with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the University of Oklahoma for six years and Union Highschool for four years. Odingard Capital Management provides investment advisory services to individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm offers pension and 401(k) consulting, delegates larger account management to a third-party sub-adviser, and manages smaller accounts directly with ETF target allocations tailored to client risk profiles.

Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies
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