{
  "crd_number": 119952,
  "slug": "oda-and-company-inc-medina-oh-119952",
  "primary_business_name": "ODA AND COMPANY, INC.",
  "legal_name": "ODA AND COMPANY, INC.",
  "dbas": [],
  "city": "Medina",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 125561519.0,
  "raum_discretionary": 124648137.0,
  "raum_non_discretionary": 913382.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 81373853.0,
      "count": 164
    },
    "high_net_worth_individuals": {
      "raum": 43833263.0,
      "count": 33
    },
    "corporations_other_businesses": {
      "raum": 354403.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [
    "https://linkedin.com/IN/STANELY-ODA-2976A46",
    "https://odaandcompany.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119952",
  "city_as_filed": "MEDINA",
  "url": "https://advisorcensus.com/firm/oda-and-company-inc-medina-oh-119952",
  "display_name": "ODA and Company, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. ODA and Company, Inc. (CRD 119952): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is ODA and Company, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does ODA and Company, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is ODA and Company, Inc. located?",
      "a": "ODA and Company, Inc.'s principal office is in Medina, OH, according to its Form ADV."
    },
    {
      "q": "Is ODA and Company, Inc. registered with the SEC or a state?",
      "a": "ODA and Company, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 119952."
    },
    {
      "q": "How much does ODA and Company, Inc. manage?",
      "a": "ODA and Company, Inc. reports $125,561,519 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does ODA and Company, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (164); high net worth individuals (33)."
    },
    {
      "q": "Which custodians does ODA and Company, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does ODA and Company, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does ODA and Company, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in ODA and Company, Inc.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,000 to $5,000 (Financial Planning)",
      "Hourly rate: $150 to $300 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We generally require a minimum of $100,000 of investable assets for the household. We do reserve the right to make exceptions."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 to $5,000 (Financial Planning)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $300 an hour (financial planning services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "Financial Planning"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "We generally require a minimum of $100,000 of investable assets for the household. We do reserve the right to make exceptions.",
      "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 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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial",
      "name_as_filed": "LPL FINANCIAL",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/oda-and-company-inc-medina-oh-119952.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 164,
      "fewer_than_5": false,
      "raum": 81373853.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 43833263.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 354403.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119952",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}