{"url":"https://nivawealth.com/firms/oder-investment-management-134506","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/134506","regulatoryAum":366692790,"crd":"134506","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4949221","suffix":null,"lastName":"FRANCO","firstName":"LUCAS","middleName":"ANDREW"},{"crd":"3173525","suffix":null,"lastName":"HELMSTETTER","firstName":"ERIK","middleName":"MORGAN"},{"crd":"3195875","suffix":null,"lastName":"ODER","firstName":"JOSHUA","middleName":"KENNETH"},{"crd":"6806755","suffix":null,"lastName":"SHIH","firstName":"Y","middleName":"Samuel"},{"crd":"4096534","suffix":null,"lastName":"ZORN","firstName":"STEVEN","middleName":"SAMUEL"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-16","regulatoryAum":270298883,"clients":183,"employees":5,"offices":2},{"filedOn":"2022-06-28","regulatoryAum":297444694,"clients":188,"employees":6,"offices":2},{"filedOn":"2023-03-06","regulatoryAum":245493169,"clients":200,"employees":6,"offices":2},{"filedOn":"2024-03-06","regulatoryAum":281281290,"clients":208,"employees":6,"offices":2},{"filedOn":"2025-02-27","regulatoryAum":319333215,"clients":193,"employees":6,"offices":2},{"filedOn":"2026-08-14","regulatoryAum":366692790,"clients":201,"employees":6,"offices":2}],"secFileNumber":"801-110656","legalName":"Oder 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oder Investment Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Oder Investment Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Oder Investment Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oder Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oder Investment Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oder Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oder Investment Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Oder Investment Management?","answer":"Oder Investment Management’s main office is at 21300 Victory BLVD, Suite 855, Woodland Hills, CA 91367. Its phone number is 818-676-0036. 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