WOODLAND HILLS, CACRD 134506Latest ADV February 11, 2026
Oder Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodland Hills, CA. Its latest Form ADV filing, dated February 11, 2026, reports $367M in regulatory assets under management, 6 employees, 1 office, and 584 accounts.
Assets Under Management
$367M
Employees
6
Offices
1 office
Total Clients
201
Primary office
WOODLAND HILLS, CA
21300 VICTORY BLVD, SUITE 855, WOODLAND HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
108
2
HNWI
35.8%
72
3
Pension Plans
7.5%
15
4
Corporations
3.0%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$367Mas of February 11, 2026
Discretionary92.3%
$339M
92% of total RAUM92.3%
Non-discretionary7.7%
$28M
8% of total RAUM7.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$367M
Total Accounts584
10Y AUM Change+$266M (+262.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.