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Christopher L Odonnell

Advisor at North South Capital, LLC — New Lenox, IL

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

New Lenox, IL 60451

North South Capital, LLC logo

North South Capital, LLC

Supported

Total advisors

4

Across 2 offices

Clients per advisor

33 Low

Avg AUM per client

$234,182 Very Low

HNW client ratio

12% Low

About

Christopher Odonnell is a financial advisor at North South Capital, LLC with 23 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 65 licenses. Additionally, he is a licensed life insurance agent. North South Capital serves individual and high-net-worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory services, financial planning, securities advice, and insurance product recommendations.

Client services

Based on North South Capital, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on North South Capital, LLC

Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis

Occupation focus

Based on North South Capital, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fee of $500 for financial planning services

Percentage

0.75% to 2.00% annually, negotiated based on client and portfolio factors

Commissions

Commissions earned through broker-dealer activities and insurance product sales; 12b-1 fees from some mutual funds in brokerage accounts

Other

Fee-only: Financial planning fixed fee of $500 ($250 payable in advance, $250 upon presentation)

Location

See office

New Lenox, IL

321 West Maple Street, Suite 100

New Lenox IL 60451-4409

Advisors at this office

3

Most active in

Illinois · Indiana · Texas

Work history

23 years of industry experience

North South Capital, LLC

2008 - Present • 18 years

Chicago, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Frederick M

Series 63, Series 65

Palos Heights, IL

Palos Wealth Advisors, LLC

Frederick Moore is the principal of Palos Wealth Advisors, LLC, an independent advisory firm based in Palos Heights, Illinois. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. In addition to his advisory role, he practices as a licensed attorney specializing in estate planning, dedicating approximately 15% of his time to this legal work. Palos Wealth Advisors offers discretionary portfolio management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs quantitative models and technical analysis to construct tailored investment portfolios and provides regular performance reporting and client reviews.

Concentrated stock management Attorney
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Douglas R

Series 63

New Lenox, IL

Lenox Capital Management, Inc.

Douglas Ruth is the president and owner of Lenox Capital Management, Inc., an independent registered investment adviser based in New Lenox, Illinois. He holds a Series 63 designation and has 40 years of industry experience. Ruth has led Lenox Capital Management since 1997 and has been involved with Lenox Financial Services, Inc. since 1994. He also serves as a board member of TB Clinic and operates an insurance agency offering life, health, and dental products. Lenox Capital Management provides portfolio management and financial planning services primarily to individual clients, as well as businesses and institutions. The firm employs both fundamental and technical analysis, supporting active and passive investment strategies, with ongoing account reviews conducted by Ruth as the sole adviser.

Active portfolio management General tax planning
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Lyman H

CFP®, Series 66

Frankfort, IL

Regal Oak Financial, LLC

Lyman Howell is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Regal Oak Financial, LLC since 2016. He has also operated as an independent financial consultant under his own name since 2014. Outside of his advisory work, Howell provides consulting to a nonprofit organization developing a business incubator and small loan program for micro-businesses. Regal Oak Financial is an independent advisory firm offering comprehensive financial and investment planning services to individuals, business owners, high-net-worth clients, and nonprofit organizations. The firm emphasizes goal-setting, client-accessible financial plans, and investment strategies focused on low-cost funds, with a particular focus on nonprofit and charitable clients and ongoing client education.

General retirement planning Founder/Business Owner
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Donald C

Series 66

Tinley Park, IL

DMC Capital Management Inc

Donald Cuba is a financial advisor at DMC Capital Management Inc with 22 years of industry experience. He holds a Series 66 designation and has worked with AllState Insurance Company and the Chicago Board of Trade since 2004. In addition to his advisory role, he provides technical support at the Chicago Board of Trade. DMC Capital Management Inc offers portfolio management and advisory services primarily for individual and retirement accounts, including IRAs, trusts, and employer retirement plans. The firm serves a small, closed client base and focuses on investor education with a long-term allocation strategy centered on mutual funds, bonds, CDs, and cash equivalents.

Passive / index investing Cash flow / budgeting
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Rudy K

Series 65

Orland Park, IL

Whole Picture Wealth Management LLC

Rudy Keller is a financial advisor at Whole Picture Wealth Management LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a stay-at-home parent for ten years. Whole Picture Wealth Management LLC is a fee-only, state-registered adviser that provides comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs a diversified, low-cost passive investment approach informed by Modern Portfolio Theory and offers various fee arrangements, including asset-based, fixed, and hourly options.

Tax-loss harvesting Cash flow / budgeting General retirement planning Elder care planning
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Renee C

CFP®, Series 63, Series 66

Olympia Fields, IL

Retire Ready Inc

Renee Collins is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Retire Ready Inc. She has a background that includes roles at the IRS and FGMK, and she is the founder and president of RKC Tax and Financial Services Inc., an accounting firm providing services to a nonprofit organization. Retire Ready Inc. offers comprehensive financial planning to individuals, families, business owners, and clients undergoing divorce, with a focus on cash flow, retirement, tax, estate, risk management, and investment planning. The firm emphasizes a passive investment approach using diversified, low-cost index funds and ETFs, combined with client-specific risk assessment, and provides services through modular planning packages and ongoing management under a fiduciary standard.

General retirement planning Retirement income strategy Cash flow / budgeting Debt management Founder/Business Owner Mid-Career Professionals
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