# ODER INVESTMENT MANAGEMENT, LLC

ODER INVESTMENT MANAGEMENT, LLC of WOODLAND HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 134506
- Type: SEC-registered investment adviser
- SEC file number: 801-110656
- Location: 21300 VICTORY BLVD, SUITE 855, WOODLAND HILLS, CA, 91367
- Phone: (818) 676-0036
- Latest filing: 2026-02-11
- Regulatory AUM: $366.7M
- Discretionary AUM: $338.5M
- Non-discretionary AUM: $28.1M
- Clients: 6
- Accounts: 584

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Joshua Kenneth Oder | PORTFOLIO MANAGER, CCO (SINCE 2017), TRUSTEE OF THE JOSHUA AND DANA ODER FAMILY TRUST, DATED OCTOBER 2, 2013 | — |
| Steven Samuel Zorn | PORTFOLIO MANAGER, TRUSTEE OF THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017 | — |
| Erik Morgan Helmstetter | PORTFOLIO MANAGER, TRUSTEE OF THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008 | — |
| Dana Oder | TRUSTEE OF THE JOSHUA AND DANA ODER FAMILY TRUST, DATED OCTOBER 2, 2013 | — |
| Christine Helmstetter | TRUSTEE OF THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008 | — |
| Sonia Zorn | TRUSTEE OF THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017 | — |
| ODER JOSHUA KENNETH | MANAGING MEMBER; MANAGING MEMBER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER (SINCE 2017); MANAGING MEMBER (SINCE 1999), CHIEF COMPLIANCE OFFICER (SINCE 2017) (+1 more) | — |
| STEWART JAMES DANIEL | MANAGING MEMBER/CCO; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| ODER JOSHUA | MANAGING MEMBER | — |
| ZORN STEVEN SAMUEL | MEMBER; PORTFOLIO MANAGER, TRUSTEE OF THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017 | — |
| HELMSTETTER ERIK MORGAN | PORTFOLIO MANAGER, TRUSTEE OF THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008 | — |
| Oder Dana | TRUSTEE OF THE JOSHUA AND DANA ODER FAMILY TRUST, DATED OCTOBER 2, 2013 | — |
| Helmstetter Christine | TRUSTEE OF THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008 | — |
| Zorn Sonia | TRUSTEE OF THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134506/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134506/similar
- Related entities: https://search.stillhousedata.com/firm/134506/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134506

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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.