AdvisorCensus / Financial advisors / Ohio / Cleveland / ODA and Company, Inc.
ODA and Company, Inc. is an SEC-registered investment advisory firm in Medina, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.
Quick answers
From the filingHow is ODA and Company, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), ODA and Company, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does ODA and Company, Inc. charge?
Its Form ADV Part 2A brochure dated March 16, 2026 states: Flat fee: $2,000 to $5,000 (Financial Planning); Hourly rate: $150 to $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is ODA and Company, Inc. located?
ODA and Company, Inc.'s principal office is in Medina, OH, according to its Form ADV.
Is ODA and Company, Inc. registered with the SEC or a state?
ODA and Company, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 119952.
How much does ODA and Company, Inc. manage?
ODA and Company, Inc. reports $125,561,519 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (99% discretionary).
What types of clients does ODA and Company, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (164); high net worth individuals (33).
Which custodians does ODA and Company, Inc. use?
ODA and Company, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial as a custodian holding 10% or more of its separately managed account assets.
Does ODA and Company, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119952
Does ODA and Company, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 16, 2026 says: "We generally require a minimum of $100,000 of investable assets for the household. We do reserve the right to make exceptions."
What changed in ODA and Company, Inc.'s recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We generally require a minimum of $100,000 of investable assets for the household. We do reserve the right to make exceptions.
Flat fee: $2,000 to $5,000 (Financial Planning)
The brochure's wording
Fixed Fee: The fixed fees range between $ 2,000 and $5,000. The fixed fee range varies and depends upon the nature and complexity of each client’s individual circumstances.
Hourly rate: $150 to $300 an hour (financial planning services)
The brochure's wording
Hourly Fee : We assess an hourly rate that ranges from $150 to $300 an hour for financial planning services with a minimum of two hours per engagement.
As stated in the firm's Form ADV Part 2A brochure dated March 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$125,561,519 as of October 2026, filing dated July 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. ODA and Company, Inc. (CRD 119952): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/oda-and-company-inc-medina-oh-119952