Oder Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$325,951,224
Clients
180
Advisors
5
across 2 offices
About
Oder Investment Management, LLC is a registered investment adviser that serves individuals, high‑net‑worth clients, families, trusts, foundations, and employer plan sponsors. The firm provides discretionary investment management, financial planning, and retirement‑plan consulting, and identifies Charles Schwab as the primary custodian in its brochure (the ADV also lists the firm’s CRD number and website).
OIM builds individualized Investment Policy Statements and applies Modern Portfolio Theory, combining active and passive management, global diversification, and periodic rebalancing to pursue real capital growth consistent with each client’s risk tolerance. Accounts are generally managed on a discretionary basis, are reviewed at least monthly, and the brochure describes regular client contact and ongoing monitoring, including at least annual comprehensive reviews.
Compared with many team firms, OIM is long established (registered since 1999) and manages roughly $366.7 million with a four‑person advisory team servicing about 180 clients, and it typically requires a $500,000 account minimum (waivable in certain cases). The firm also notes the use of Schwab’s institutional platform and, unusually for a team of this size, advertises third‑party ratings—an uncommon disclosure among similar advisory teams.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fixed fee ranging from $1,000 to $5,000, negotiable, based on scope; 50% due at signing, remainder due upon plan delivery
$0+: 1% standard, negotiable (may be lower for accounts primarily cash or fixed income; some accounts under different fee schedules honoring prior agreements; some family/related accounts managed without charge) $0+: Retirement Plan Consulting Services: 0.25% to 0.50% annually based on plan assets and scope
$200 per hour (used to calculate financial planning fixed fees)
Account minimum: $500,000
Main office
See office21300 Victory Blvd, Suite 855
Woodland Hills CA 91367
Advisors at this office
4
Offices (2)
Most active in
California · New Hampshire · Texas
Also doing business as
Oder & Stewart Investment Management, LLC · Oder Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Lucas F
Woodland Hills, CA
Oder Investment Management, LLC
Lucas Franco is a financial advisor with Oder Investment Management, LLC, holding 23 years of industry experience. He has been with Oder Investment Management since 2002, including its prior iteration as Oder & Stewart Investment Management, and also has a role at Whitetail Properties. Outside of finance, he is involved in wine production and sales through his operations role at Gogi Wines, Inc. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors with discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management and global diversification, managing approximately $366.7 million across about 180 clients with a four-person advisory team.
Steven Z
Series 66
Woodland Hills, CA
Oder Investment Management, LLC
Steven Zorn is a financial advisor with Oder Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Oder Investment Management since 2014, during which time the firm has evolved from Oder & Stewart Investment Management. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm uses Modern Portfolio Theory, combining active and passive management with global diversification and periodic rebalancing to pursue capital growth aligned with client risk tolerance.
Y S
Series 63, Series 65
Woodland Hills, CA
Oder Investment Management, LLC
Y Shih is a financial advisor with Oder Investment Management, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Oder Investment Management in 2021, Shih held brief positions at Bank of America, Merrill, Konnect Resources LLC, and UBS Financial Services. Oder Investment Management, LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using individualized Investment Policy Statements and a combination of active and passive management with global diversification.
Joshua O
Series 65
Woodland Hills, CA
Oder Investment Management, LLC
Joshua Oder is a financial advisor at Oder Investment Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with Oder Investment Management since 1999, including its previous iteration as Oder & Stewart Investment Management. Oder Investment Management, LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, applying Modern Portfolio Theory with a combination of active and passive management and global diversification.
Erik H
CFP®, Series 66
Los Angeles, CA
Oder Investment Management, LLC
Erik Helmstetter is a CFP®-designated financial advisor with 27 years of industry experience. He has been with Oder Investment Management, LLC since 2017 and previously worked at Morgan Stanley in various roles from 2009 to 2017. Outside of finance, he owns Trancension Music, LLC, which organizes music events and volunteer coordination in Los Angeles. Oder Investment Management, LLC serves individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm applies Modern Portfolio Theory with a combination of active and passive management, global diversification, and periodic rebalancing to pursue real capital growth aligned with client risk tolerance.
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