Oder Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Oder Investment Management reports 201 clients. They include 108 individual clients, 72 high-net-worth individuals, and 15 pension and profit-sharing plans. Of its assets, 92.3% ($339M across 574 accounts) are managed with discretion; $28.1M across 10 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 13% |
| High-net-worth individuals | 36% | 76% |
| Pension and profit-sharing plans | 7% | 9% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | 3% | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 108 | $47.2M | 12.9% | $437K |
| High-net-worth individuals | 72 | $279M | 76.0% | $3.87M |
| Pension and profit-sharing plans | 15 | $31.3M | 8.5% | $2.08M |
| Charitable organizations | Fewer than 5 | $5.03M | 1.4% | — |
| Corporations and other businesses | 6 | $4.46M | 1.2% | $743K |
| Total | 201 | $367M | 100% | — |
- Clients
- 108
- Regulatory AUM
- $47.2M
- AUM share
- 12.9%
- Avg. per client
- $437K
- Clients
- 72
- Regulatory AUM
- $279M
- AUM share
- 76.0%
- Avg. per client
- $3.87M
- Clients
- 15
- Regulatory AUM
- $31.3M
- AUM share
- 8.5%
- Avg. per client
- $2.08M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.03M
- AUM share
- 1.4%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $4.46M
- AUM share
- 1.2%
- Avg. per client
- $743K
Total
- Clients
- 201
- Regulatory AUM
- $367M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Oder Investment Management charges 1.00% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is a negotiable fixed fee of $1,000 to $5,000, calculated from an hourly rate of $200; 50% is due when the agreement is signed.
Joshua Oder owns 75% or more of Oder Investment Management. It has 6 employees, 4 of them in advisory roles.
Leadership
- Joshua OderPortfolio Manager, CCO (Since 2017), Trustee of the Joshua and Dana Oder Family Trust, Dated October 2, 2013
- Steven ZornPortfolio Manager, Trustee of the Steven and Sonia Zorn Family Trust, Dated April 5, 2017
- Erik HelmstetterPortfolio Manager, Trustee of the Helmstetter Family Revocable Trust, Dated July 10, 2008
- Dana OderTrustee of the Joshua and Dana Oder Family Trust, Dated October 2, 2013
- Christine HelmstetterTrustee of the Helmstetter Family Revocable Trust, Dated July 10, 2008
- Sonia ZornTrustee of the Steven and Sonia Zorn Family Trust, Dated April 5, 2017
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Lucas Andrew Franco
- Erik Morgan Helmstetter
- Joshua Kenneth Oder
- Y Samuel Shih
- Steven Samuel Zorn
Staff
- 6 employees
- 4 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Oder Investment Management, LLC
Joshua Oder
Control person · since January 1999
- Owns 75% or more of Oder Investment Management, LLC
The Joshua and Dana Oder Family Trust, Dated October 2, 2013
Control person · since October 2013
- Owns 75% or more of Oder Investment Management, LLC
Dana Oder
Control person · since October 2013
- Owns 5% to 10% of Oder Investment Management, LLC
Steven Zorn
since March 2015
- Owns 5% to 10% of Oder Investment Management, LLC
Erik Helmstetter
since April 2018
- Owns 5% to 10% of Oder Investment Management, LLC
The Steven and Sonia Zorn Family Trust, Dated April 5, 2017
since April 2017
- Owns 5% to 10% of Oder Investment Management, LLC
The Helmstetter Family Revocable Trust, Dated July 10, 2008
since April 2018
- Owns 5% to 10% of Oder Investment Management, LLC
Christine Helmstetter
since April 2018
- Owns 5% to 10% of Oder Investment Management, LLC
Sonia Zorn
since April 2017
Oder Investment Management’s regulatory assets grew from $270M (March 2021) to $367M (August 2026); clients rose from 183 to 201 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $367M | 201 | 6 | 2 |
| February 2025 | $319M | 193 | 6 | 2 |
| March 2024 | $281M | 208 | 6 | 2 |
| March 2023 | $245M | 200 | 6 | 2 |
| June 2022 | $297M | 188 | 6 | 2 |
| March 2021 | $270M | 183 | 5 | 2 |
Besides its headquarters, Oder Investment Management has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 21300 Victory BLVD, Suite 855, Woodland HillsHQ
- 6080 Center DR, Los Angeles
Contact and registration details
- Legal name
- Oder Investment Management, LLC
- Headquarters
- 21300 Victory BLVD, Suite 855, Woodland Hills, CA 91367
- Website
- oderllc.com
- Phone
- 818-676-0036
- @oder-investment-management-llc
- SEC file
- 801-110656
- Structure
- Delaware LLC
- Fiscal year end
- December
Oder Investment Management uses Charles Schwab ($336M) as custodian for its separately managed accounts. Oder Investment Management has custody of $84.2M in client assets for 59 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $336M100%
At year end, Oder Investment Management’s separately managed accounts were largely in stocks (43%) and funds (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $149M across 113 positions; the largest are Apple Inc. (7.8%), State Str SPDR S&P 500 ETF T (4.6%) and Amazon Com Inc. (4.4%).
What the accounts hold
- Stocks43%
- Funds33%
- Bonds16%
- State and local bonds10%
- U.S. government and agency bonds4%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash7%
- Other1%
- Limited offerings1%
Reported 13F holdings
- $149M
- Reported 13F value
- 113
- Positions
- 38.2%
- In the 10 largest
- +14.3%
- Value vs. prior quarter
- Apple Inc.7.8%
- State Str SPDR S&P 500 ETF T · TR Unit4.6%
- Amazon Com Inc.4.4%
- Alphabet Inc. · Cap Stk CL A4.1%
- Palantir Technologies Inc. · CL A3.5%
- Tesla Inc.3.1%
- Invesco Exch Trd Slf Idx FD · Buletshs 20273.0%
- Invesco Exch Trd Slf Idx FD · Invsco Blsh 262.9%
- Invesco Exch Trd Slf Idx FD · Buletshs 2029 HG2.4%
- First TR Exchange-traded FD · Senior LN FD2.3%
Together, the ten largest are 38.2% of reported value.
How many clients does Oder Investment Management have?
Oder Investment Management has 201 clients and manages $367 million for them, as of August 2026. They include 108 individual clients, 72 high-net-worth individuals, and 15 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does Oder Investment Management offer?
Oder Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Oder Investment Management charge?
Oder Investment Management charges 1.00% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: ODER INVESTMENT MANAGEMENT PART 2A AND 2B SUPPLEMENTS, filed 11 February 2026
Which custodians does Oder Investment Management use?
Oder Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $336M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026
How many financial advisors does Oder Investment Management have?
Oder Investment Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Oder Investment Management invest in?
At the end of its last fiscal year, Oder Investment Management’s separately managed accounts held 43% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 10% state and local bonds, 7% cash and equivalents, 4% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% other. The 1% other category is described as: Limited Offerings.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Oder Investment Management?
Oder Investment Management’s direct owners are Joshua Oder (75% or more), Steven Zorn (5% to 10%), Erik Helmstetter (5% to 10%), the Steven and Sonia Zorn Family Trust, Dated April 5, 2017 (5% to 10%), the Helmstetter Family Revocable Trust, Dated July 10, 2008 (5% to 10%), the Joshua and Dana Oder Family Trust, Dated October 2, 2013 (75% or more), Dana Oder (75% or more), Christine Helmstetter (5% to 10%), and Sonia Zorn (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026
How does Oder Investment Management get paid?
Oder Investment Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Oder Investment Management?
Oder Investment Management’s main office is at 21300 Victory BLVD, Suite 855, Woodland Hills, CA 91367. Its phone number is 818-676-0036. Its website is oderllc.com.