Odinic Advisors LLC

The firm works primarily with individual clients as well as high‑net‑worth individuals, charitable organizations and business entities, offering financial planning, discretionary and non‑discretionary investment management, and ERISA Section 3(38) fiduciary services for retirement plans. It charges asset‑based advisory fees and provides tailored planning on retirement, education, estate, tax, cash‑flow and related financial matters.

Investment strategies are built around customized asset‑allocation models and implemented using both fundamental and technical analysis, with portfolios that typically include equities, bonds, mutual funds, ETFs and occasional options. Accounts are monitored on a regular cadence with periodic reviews and client meetings, and clients may impose written restrictions on their portfolios.

Distinctive for a firm of this size, the principal maintains professional licenses and practices outside of investment advice — including serving as a licensed attorney, an independent insurance agent and offering tax‑preparation services — and the brochure discloses that these non‑advisory activities may result in separate compensation and potential conflicts of interest that the firm seeks to mitigate. The firm also emphasizes ERISA 3(38) discretionary plan‑management services and discloses its policies for addressing conflicts arising from commissions or fees for non‑advisory services.