Investment adviser · CRD 105708
LOC INVESTMENT ADVISERS
Investment adviser filing (IA)
LANHAM ODELL & CO INC
HURRICANE, WV, United States · Form ADV filed Nov 10, 2025
- Regulatory AUM
- $771M Form ADV · Item 5.F
- Client accounts
- 2,204 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 251 | $573,056,999 | 74.3% |
| Individuals | 589 | $132,178,230 | 17.1% |
| Retirement plans | 19 | $34,221,740 | 4.4% |
| Charities | 5 | $31,229,432 | 4.1% |
| Corporations & businesses | Fewer than 5 | $301,930 | 0.0% |
Filing source
Form ADV 2026577 · Nov 10, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 10, 2025. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
3981 TEAYS VALLEY RDHURRICANE, WV, 25526-9080, United States
CRD 105708
Filing source
Form ADV 2026577 · Nov 10, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.