O'dell Group, LLC
O'Dell Group, LLC is a Cincinnati, Ohio-based investment management and advisory firm, registered with the SEC (CIK: 0001742569). Founded by Jason O'Dell, the firm was established in 1998. As of 2025, O'Dell Group manages several hundred million dollars in client assets, employs approximately 14 people, and primarily serves high-net-worth individuals, families, and institutional investors. The firm provides investment advice, portfolio management, and wealth planning services.
Investment Strategy
O'Dell Group, LLC manages diversified, multi-asset portfolios with a primary focus on equities and ETFs, including large-cap, value, growth, and sector funds. The firm favors a strategic allocation to broad-based index funds and exchange-traded funds, balancing risk and long-term growth potential across core market sectors. Investment decisions are driven by research-based approaches and tailored to clients' wealth preservation, growth objectives, and tax efficiency.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 16.13% | $64.7M | 889,651 | $37.92 | $72.69 | +$7.7M |
D DGRO | ISHARES TR | 9.47% | $38.0M | 593,770 | $44.08 | $63.94 | +$1.0M |
V VTV | VANGUARD INDEX FDS | 7.78% | $31.2M | 176,481 | $172.01 | $176.74 | -$524.4K |
F FDN | FIRST TR EXCHANGE-TRADED FD | 7.06% | $28.3M | 105,007 | $167.28 | $269.33 | +$4.2M |
S SPY | SPDR S&P 500 ETF TR | 5.81% | $23.3M | 37,679 | $234.34 | $617.85 | +$1.7M |