Oda And Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Oda and Company, Inc. is an Ohio-registered investment adviser owned by Stanley Oda that serves individuals, high-net-worth households, trusts, charities and business entities with financial planning, estate settlement assistance, and discretionary portfolio management. The firm reports managing roughly $125 million in client assets and delivers services through LPL Financial-sponsored programs and model portfolio offerings.
Portfolios are constructed using Modern Portfolio Theory and a combination of fundamental and technical analysis with tactical asset allocation, and clients may select from five model allocations ranging from capital preservation to aggressive growth. Oda generally requires client accounts to be custodied at LPL, seeks discretionary trading authority for portfolio management, and offers algorithm-driven Guided Wealth Portfolios (FutureAdvisor) and Model Wealth Portfolios as program options.
Compared with many peers, the firm serves a relatively large number of client accounts for a two-advisor practice—approaching 200—which corresponds with its use of LPL program platforms and electronic client portals to scale service. The firm’s representatives are registered with LPL and may also sell insurance products as licensed agents, and Oda sponsors wrap-fee program accounts—arrangements the brochure discloses as additional sources of compensation and conflicts of interest.
Client services
Expertise
Fee options
Financial planning fixed fees range from $2,000 to $5,000 depending on complexity
$25,000 - $100,000: 1.00% $100,001 - $300,000: 0.95% $300,001 - $400,000: 0.90% $400,001 - $500,000: 0.85% $500,001 - $600,000: 0.80% $600,001 - $700,000: 0.75% $700,001 - $800,000: 0.70% $800,001 - $1,000,000: 0.60% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.40%
Commissions may be earned through securities sales via LPL Financial, LLC, separate from advisory fees
Financial planning hourly rate ranges from $150 to $300 per hour, minimum two hours per engagement
Account minimum: $100,000 Fee-only: Financial planning fixed fee $2,000 to $5,000; Hourly fee $150 to $300 per hour (minimum two hours)
Main office
416 West Liberty
Medina OH 44256-2222
Advisors at this office
2
Most active in
Florida · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Patricia H
Series 63, Series 66
Medina, OH
Oda And Company, Inc.
Patricia Hornak Box is a financial advisor with Oda And Company, Inc. in Medina, Ohio, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Oda And Company since 2000 and maintains a long-term association with L Financial LLC dating back to 1999. Outside of her advisory role, she is involved in non-variable insurance sales. Oda And Company, Inc. serves individuals, high-net-worth households, trusts, charities, and business entities with financial planning, estate settlement assistance, and discretionary portfolio management. The firm employs Modern Portfolio Theory alongside fundamental and technical analysis in constructing portfolios and operates primarily through LPL Financial-sponsored programs and model portfolios.
Stanley O
CFP®, Series 63
Medina, OH
Oda And Company, Inc.
Stanley Oda is a CFP® professional with 37 years of experience in the financial industry. He has been the principal of Oda and Company, Inc. since 1999 and has also been associated with LPL Financial LLC since 1998. Oda and Company serves individuals, trusts, charities, and business entities by providing financial planning, portfolio management, and estate-settlement assistance. The firm uses Modern Portfolio Theory to construct portfolios across five risk profiles and manages accounts primarily on a discretionary basis, incorporating fundamental and technical analysis as well as tactical asset allocation.
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