# THE O'DELL GROUP, LLC

THE O'DELL GROUP, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 119850
- Type: SEC-registered investment adviser
- SEC file number: 801-68466
- Location: 8044 MONTGOMERY ROAD, SUITE 440, CINCINNATI, OH, 45236
- Phone: 513-791-7525
- Latest filing: 2025-03-20
- Regulatory AUM: $803.3M
- Discretionary AUM: $803.3M
- Clients: 15
- Accounts: 1,795

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Daniel Hayes | CHIEF COMPLIANCE OFFICER | — |
| Jason Mahoney Odell | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| Carole Cooney Foos | CHIEF FINANCIAL OFFICER, MEMBER | — |
| Harold Michael Lewellen | MEMBER | — |
| David Bruce Mandell | MEMBER | — |
| Robert G Peelman | MEMBER | — |
| Andrew Michael Taylor | MEMBER | — |
| Adam Nicholas Braunscheidel | MEMBER | — |
| TAYLOR JASON MICHAEL | MEMBER; PARTNER | — |
| ODELL JASON MAHONEY | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| FOOS CAROLE COONEY | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| LEWELLEN HAROLD MICHAEL | MEMBER | — |
| JARVIS CHRISTOPHER RAYMOND | MANAGING MEMBER | — |
| MANDELL DAVID BRUCE | MEMBER; SHAREHOLDER | — |
| WAINSCOTT JASON PHILIP | CHIEF COMPLIANCE OFFICER | — |
| septic anne | CHIEF COMPLIANCE OFFICER | — |
| GREEN LESLIE ANN | CHIEF COMPLIANCE OFFICER | — |
| SEPTIC ANNE MEYERS | CHIEF COMPLIANCE OFFICER | — |
| HADAWAY JAMES RUSSELL | CHIEF COMPLIANCE OFFICER | — |
| PEELMAN ROBERT G | MEMBER; PARTNER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PHOENIX | AZ | 1 | 877-656-4362 |
| FORT LAUDERDALE | FL | 1 | 877-656-4362 |
| PHOENIX | AZ | 1 | 877-656-4362 |
| FORT LAUDERDALE | FL | 1 | 877-656-4362 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119850/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119850/similar
- Related entities: https://search.stillhousedata.com/firm/119850/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119850

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.