# Odingard Capital Management

> Odingard Capital Management is a state-registered investment advisory firm in Tulsa, OK, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 297861
- Filed as: ODINGARD CAPITAL MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297861
- AdvisorCensus page: https://advisorcensus.com/firm/odingard-capital-management-tulsa-ok-297861

## Quick answers

**How is Odingard Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Odingard Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Odingard Capital Management located?**
Odingard Capital Management's principal office is in Tulsa, OK, according to its Form ADV.

**Is Odingard Capital Management registered with the SEC or a state?**
Odingard Capital Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297861.

**How much does Odingard Capital Management manage?**
Odingard Capital Management reports $34,208,160 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (3% discretionary).

**What types of clients does Odingard Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); individuals (other than high net worth individuals) (19); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Odingard Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297861

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $34,208,160
- Discretionary: $899,053
- Non-discretionary: $33,309,107

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $3,530,975 |
| High net worth individuals | 24 | $25,330,938 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $5,346,247 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, OH, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- odingardcm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Odingard Capital Management (CRD 297861): Form ADV filing data as of October 2026.
