# 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.

- CRD: 119952
- Filed as: ODA AND COMPANY, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Medina, OH
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119952
- AdvisorCensus page: https://advisorcensus.com/firm/oda-and-company-inc-medina-oh-119952

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial

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.

### Regulatory assets under management (Item 5.F)
- Total: $125,561,519
- Discretionary: $124,648,137
- Non-discretionary: $913,382

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 164 | $81,373,853 |
| High net worth individuals | 33 | $43,833,263 |
| Corporations or other businesses not listed above | Fewer than 5 | $354,403 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [odaandcompany.com](https://odaandcompany.com)
- LinkedIn @STANELY-ODA-2976A46

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ODA and Company, Inc. (CRD 119952): Form ADV filing data as of October 2026.