ODA AND COMPANY, INC.

ODA AND COMPANY, INC. of MEDINA, OH is an SEC-registered investment adviser (CRD 119952). Regulatory assets under management: $125.6M.

Registration

• CRD: 119952
• SEC file number: 801-135858
• Type: Registered investment adviser
• Location: 416 WEST LIBERTY STREET, MEDINA, OH, 44256-2222
• Phone: 330-725-8911
• Latest filing: 2026-07-16
• Regulatory AUM: $125.6M
• Discretionary AUM: $124.6M
• Non-discretionary AUM: $913K
• Clients: 3
• Accounts: 286

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119952 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search