The O'Dell Group, LLC
CRD 119850SEC# 801-68466Cincinnati, OH
No longer SEC-registered. The O'Dell Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$803.3M
Employees
15
Accounts
1,795
Location
Cincinnati, OH
The O'Dell Group, LLC assets under management
The O'Dell Group, LLC operates as an SEC-registered investment adviser based in Cincinnati, OH. It reports $803.3 million in regulatory assets under management and employs 15 people.
The O'Dell Group, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Nicholas Braunscheidel | Member | Under 5% | 2025 |
| Andrew Michael Taylor | Member | Under 5% | 2020 |
| Carole Cooney Foos Control | Chief Financial Officer, Member | Under 5% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does The O'Dell Group, LLC manage?
The O'Dell Group, LLC reports $803.3 million in regulatory assets under management on its Form ADV.
How many employees does The O'Dell Group, LLC have?
The O'Dell Group, LLC reports 15 employees.
Where is The O'Dell Group, LLC located?
The O'Dell Group, LLC is based in Cincinnati, OH.
Does The O'Dell Group, LLC disclose fund performance?
The O'Dell Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8044 Montgomery Road, Suite 440, Cincinnati, OH 45236 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$803.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$803.3Mregulatory AUM
Discretionary $803.3M