Lanham O'dell & Company, Inc.
LANHAM O'DELL & COMPANY, INC. is a registered investment adviser based in Hurricane, West Virginia, founded in 1981. The firm specializes in providing investment management and advisory services to individuals, high-net-worth clients, pension and profit sharing plans, charitable organizations, and corporate entities. LANHAM O'DELL was recently acquired by LOC Investment Advisers, which is part of Focus Financial Partners. The combined team at LOC has extensive experience in portfolio management, while the average client portfolio size is approximately $2 million. The firm reportedly employs around 12 staff, including 6 in investment advisory roles.
Investment Strategy
The firm employs a model-based, fee-only investment management process that balances risk and reward, offering both discretionary and customized portfolio management services. Investment approaches range from tactical active to strategic passive management, primarily utilizing no-load mutual funds and exchange traded funds (ETFs), though individual equity and fixed income securities may be included as appropriate. Each client receives a tailored portfolio based on their financial situation and objectives, with options to impose reasonable restrictions. The objective is to achieve desired performance results with acceptable risk through continual process improvement and close client-adviser collaboration.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 37.95% | $89.9M | 185,033 | $338.99 | $485.77 | -$33.3M |
S SPY | SPDR S&P 500 ETF TR | 10.50% | $24.9M | 40,237 | $617.11 | $617.85 | +$24.6M |
V VEU | VANGUARD INTL EQUITY INDEX F | 9.89% | $23.4M | 348,618 | $67.22 | $67.22 | +$23.4M |
V VOO | VANGUARD INDEX FDS | 7.85% | $18.6M | 32,726 | $440.84 | $568.03 | +$2.5M |
V VT | VANGUARD INTL EQUITY INDEX F | 7.58% | $17.9M | 139,617 | $128.52 | $128.52 | +$17.9M |