# Oder Investment Management, LLC

> Oder Investment Management, LLC is an SEC-registered investment advisory firm in Woodland Hills, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 134506
- Filed as: ODER INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woodland Hills, CA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134506
- AdvisorCensus page: https://advisorcensus.com/firm/oder-investment-management-llc-woodland-hills-ca-134506

## Quick answers

**How is Oder Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oder Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Oder Investment Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 11, 2026 states: Flat fee: $1,000 to $5,000 (financial planning services); Hourly rate: $200 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Oder Investment Management, LLC located?**
Oder Investment Management, LLC's principal office is in Woodland Hills, CA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Oder Investment Management, LLC registered with the SEC or a state?**
Oder Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 134506.

**How much does Oder Investment Management, LLC manage?**
Oder Investment Management, LLC reports $366,692,790 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (92% discretionary).

**How have Oder Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Oder Investment Management, LLC: Regulatory assets under management: $270,298,883 in the October 2021 data and $366,692,790 in the October 2026 data, up 36%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oder Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (72); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Which custodians does Oder Investment Management, LLC use?**
Oder Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Oder Investment Management, LLC 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/134506

**Does Oder Investment Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 11, 2026 says: "For investment management services, we generally require that clients maintain at least $500,000 in portfolio assets under our management and we generally combine family accounts to meet the minimum. This minimum may be waived at our sole discretion."

**What changed in Oder Investment Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 11, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> For investment management services, we generally require that clients maintain at least $500,000 in portfolio assets under our management and we generally combine family accounts to meet the minimum. This minimum may be waived at our sole discretion.

- Flat fee: $1,000 to $5,000 (financial planning services)

> OIM charges a negotiable fixed fee ranging from $1,000 to $5,000 for financial planning services, the total of which is calculated based on our hourly rate of $200 per hour

- Hourly rate: $200 an hour (financial planning services)

> OIM charges a negotiable fixed fee ranging from $1,000 to $5,000 for financial planning services, the total of which is calculated based on our hourly rate of $200 per hour

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $366,692,790
- Discretionary: $338,546,601
- Non-discretionary: $28,146,189

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $47,208,844 |
| High net worth individuals | 72 | $278,742,380 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $31,250,340 |
| Charitable organizations | Fewer than 5 | $5,034,513 |
| Corporations or other businesses not listed above | 6 | $4,456,713 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Los Angeles, CA

### Websites listed on Form ADV (Item 1.I)
- [oderllc.com](https://oderllc.com)
- LinkedIn @oder-investment-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $270,298,883 | 5 | March 16, 2021 |
| October 2022 | $297,444,694 | 6 | June 28, 2022 |
| October 2023 | $245,493,169 | 6 | March 6, 2023 |
| October 2024 | $281,281,290 | 6 | March 6, 2024 |
| October 2025 | $319,333,215 | 6 | February 27, 2025 |
| October 2026 | $366,692,790 | 6 | August 14, 2026 |

Regulatory assets under management: $270,298,883 in the October 2021 data and $366,692,790 in the October 2026 data, up 36%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in NH.

### March 2026
- Employees performing advisory functions went from 6 to 4.
- Regulatory assets under management went from $319,333,215 to $366,692,790 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oder Investment Management, LLC (CRD 134506): Form ADV filing data as of October 2026.