RIA Intel›Advisers›Oklahoma›ODINGARD CAPITAL MANAGEMENT

ODINGARD CAPITAL MANAGEMENT

Advisory

TULSA, OK

Data as of Apr 17, 2026 · Source: SEC Form ADV

Average account

$760K

across 45 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$34M

Discretionary AUM$899K

Non-Discretionary AUM$33M

Discretionary %2.6%

Total Clients45

Team

Total Employees6

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, OH, OK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

45 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

PERSPECTIVE MANAGEMENT COMPANY, LLC

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STILLWATER FINANCIAL SERVICES, LLC

$34M

MERIT ADVISORS, INC.

OKLAHOMA CITY, OK

$33M

COATES CARL VICTOR

$33M

WARD WEALTH MANAGEMENT SERVICES, INC.

$33M

PARAGON FINANCIAL GROUP, LLC

$38M

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