Investment adviser · CRD 119850

OJM GROUP, LLC

Investment adviser filing (IA)

THE O'DELL GROUP, LLC

CINCINNATI, OH, United States · Form ADV filed Mar 20, 2025

Regulatory AUM
$803M
Form ADV · Item 5.F
Client accounts
1,795
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals156$440,238,49954.8%
Corporations & businesses71$148,164,95618.4%
Individuals306$104,657,96113.0%
Retirement plans79$100,030,70412.5%
Insurance companies5$10,186,1321.3%
Filing source

Form ADV 1939532 · Mar 20, 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 funds

The 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: Mar 20, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8044 MONTGOMERY ROAD, SUITE 440
CINCINNATI, OH, 45236, United States

CRD 119850

Filing source

Form ADV 1939532 · Mar 20, 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.