Oder Investment Management, LLC
● SEC registered since 2017CRD 134506SEC# 801-110656Woodland Hills, CA
Reg. AUM
$366.7M
Employees
6
Accounts
584
Location
Woodland Hills, CA
Oder Investment Management, LLC assets under management
Oder Investment Management, LLC operates as an SEC-registered investment adviser based in Woodland Hills, CA. The firm has been registered since 2017. It reports $366.7 million in regulatory assets under management and employs 6 people.
Oder Investment Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Helmstetter | Trustee Of The Helmstetter Family Revocable Trust, Dated July 10, 2008 | 5-10% | 2018 |
| Dana Oder Control | Trustee Of The Joshua And Dana Oder Family Trust, Dated October 2, 2013 | Over 75% | 2013 |
| Erik Morgan Helmstetter | Portfolio Manager, Trustee Of The Helmstetter Family Revocable Trust, Dated July 10, 2008 | 5-10% | 2018 |
| Joshua Kenneth Oder Control | Portfolio Manager, Cco (since 2017), Trustee Of The Joshua And Dana Oder Family Trust, Dated October 2, 2013 | Over 75% | 1999 |
| Sonia Zorn | Trustee Of The Steven And Sonia Zorn Family Trust, Dated April 5, 2017 | 5-10% | 2017 |
| Steven Samuel Zorn | Portfolio Manager, Trustee Of The Steven And Sonia Zorn Family Trust, Dated April 5, 2017 | 5-10% | 2015 |
| The Helmstetter Family Revocable Trust, Dated July 10, 2008 | Member | 5-10% | 2018 |
| The Joshua and Dana Oder Family Trust, Dated October 2, 2013 Control | Managing Member | Over 75% | 2013 |
| The Steven and Sonia Zorn Family Trust, Dated April 5, 2017 | Member | 5-10% | 2017 |
Frequently asked questions
How much does Oder Investment Management, LLC manage?
Oder Investment Management, LLC reports $366.7 million in regulatory assets under management on its Form ADV.
How many employees does Oder Investment Management, LLC have?
Oder Investment Management, LLC reports 6 employees.
Where is Oder Investment Management, LLC located?
Oder Investment Management, LLC is based in Woodland Hills, CA and has been SEC-registered since 2017.
Does Oder Investment Management, LLC disclose fund performance?
Oder Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 21300 Victory Blvd, Suite 855, Woodland Hills, CA 91367 |
| Phone | (818) 676-0036 |
| Fax | (818) 676-0017 |
| Office hours | 7:45 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$366.7M▲ 15%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$366.7Mregulatory AUM
Discretionary $338.5MNon-discretionary $28.1M