THE O'DELL GROUP, LLC
Legal name: OJM GROUP, LLC
CRD #119850 SEC #801-68466 CINCINNATI, OH 513-791-7525
SEC Registered
Total AUM
$803.3M
Discretionary
$803.3M
Employees
15
Clients
25
Accounts
1,795
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $803.3M | $803.3M | $0 | 15 | 35 |
| Nov 2024 | $721.7M | $721.7M | $0 | 14 | 43 |
| Jul 2024 | $721.7M | $721.7M | $0 | 14 | 43 |
| Mar 2024 | $721.7M | $721.7M | $0 | 14 | 43 |
| Mar 2023 | $571.8M | $571.8M | $0 | 14 | 42 |
| Oct 2022 | $599.1M | $599.1M | $0 | 15 | 52 |
| Mar 2022 | $599.1M | $599.1M | $0 | 15 | 52 |
| Jul 2021 | $509.7M | $509.7M | $0 | 15 | 40 |
| Apr 2021 | $509.7M | $509.7M | $0 | 15 | 40 |
| Mar 2021 | $509.7M | $509.7M | $0 | 15 | 40 |
| Jul 2020 | $453.4M | $453.4M | $0 | 16 | 17 |
| Jun 2020 | $453.4M | $453.4M | $0 | 16 | 17 |
| Apr 2020 | $453.4M | $453.4M | $0 | 16 | 17 |
| Mar 2020 | $453.4M | $453.4M | $0 | 16 | 17 |
| Dec 2019 | $364.1M | $364.1M | $0 | 15 | 16 |
| Apr 2019 | $364.1M | $364.1M | $0 | 15 | 16 |
| Mar 2019 | $364.1M | $364.1M | $0 | 15 | 16 |
| May 2018 | $374M | $374M | $0 | 15 | 26 |
| Mar 2018 | $374M | $374M | $0 | 15 | 26 |
| Sep 2017 | $298.2M | $298.2M | $0 | 15 | 300 |
| Mar 2017 | $298.2M | $298.2M | $0 | 15 | 300 |
| Mar 2016 | $282.2M | $282.2M | $0 | 15 | 300 |
| Nov 2015 | $297.7M | $297.7M | $0 | 16 | 300 |
| Mar 2015 | $297.7M | $297.7M | $0 | 16 | 300 |
| Mar 2014 | $250M | $250M | $0 | 15 | 300 |
| Sep 2013 | $266.4M | $266.4M | $0 | 11 | 400 |
| May 2013 | $266.4M | $266.4M | $0 | 11 | 400 |
| Mar 2013 | $266.4M | $266.4M | $0 | 11 | 400 |
| Sep 2012 | $201M | $197.8M | $3.2M | 11 | 200 |
| Apr 2012 | $201M | $197.8M | $3.2M | 11 | 200 |
| Dec 2011 | $134.9M | $134.9M | $0 | 11 | 101 |
| Mar 2011 | $134.9M | $134.9M | $0 | -- | -- |
| Aug 2010 | $86.9M | $86.9M | $0 | -- | -- |
| Jul 2010 | $86.9M | $86.9M | $0 | -- | -- |
| Mar 2010 | $86.9M | $86.9M | $0 | -- | -- |
| Nov 2007 | $44.7M | $0 | $44.7M | 5 | -- |
| Oct 2007 | $44.7M | $0 | $44.7M | 5 | -- |
DateMar 2025
Total AUM$803.3M
Discretionary$803.3M
Non-Disc.$0
Employees15
Clients35
DateNov 2024
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$0
Employees14
Clients43
DateJul 2024
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$0
Employees14
Clients43
DateMar 2024
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$0
Employees14
Clients43
DateMar 2023
Total AUM$571.8M
Discretionary$571.8M
Non-Disc.$0
Employees14
Clients42
DateOct 2022
Total AUM$599.1M
Discretionary$599.1M
Non-Disc.$0
Employees15
Clients52
DateMar 2022
Total AUM$599.1M
Discretionary$599.1M
Non-Disc.$0
Employees15
Clients52
DateJul 2021
Total AUM$509.7M
Discretionary$509.7M
Non-Disc.$0
Employees15
Clients40
DateApr 2021
Total AUM$509.7M
Discretionary$509.7M
Non-Disc.$0
Employees15
Clients40
DateMar 2021
Total AUM$509.7M
Discretionary$509.7M
Non-Disc.$0
Employees15
Clients40
DateJul 2020
Total AUM$453.4M
Discretionary$453.4M
Non-Disc.$0
Employees16
Clients17
DateJun 2020
Total AUM$453.4M
Discretionary$453.4M
Non-Disc.$0
Employees16
Clients17
DateApr 2020
Total AUM$453.4M
Discretionary$453.4M
Non-Disc.$0
Employees16
Clients17
DateMar 2020
Total AUM$453.4M
Discretionary$453.4M
Non-Disc.$0
Employees16
Clients17
DateDec 2019
Total AUM$364.1M
Discretionary$364.1M
Non-Disc.$0
Employees15
Clients16
DateApr 2019
Total AUM$364.1M
Discretionary$364.1M
Non-Disc.$0
Employees15
Clients16
DateMar 2019
Total AUM$364.1M
Discretionary$364.1M
Non-Disc.$0
Employees15
Clients16
DateMay 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees15
Clients26
DateMar 2018
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees15
Clients26
DateSep 2017
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees15
Clients300
DateMar 2017
Total AUM$298.2M
Discretionary$298.2M
Non-Disc.$0
Employees15
Clients300
DateMar 2016
Total AUM$282.2M
Discretionary$282.2M
Non-Disc.$0
Employees15
Clients300
DateNov 2015
Total AUM$297.7M
Discretionary$297.7M
Non-Disc.$0
Employees16
Clients300
DateMar 2015
Total AUM$297.7M
Discretionary$297.7M
Non-Disc.$0
Employees16
Clients300
DateMar 2014
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees15
Clients300
DateSep 2013
Total AUM$266.4M
Discretionary$266.4M
Non-Disc.$0
Employees11
Clients400
DateMay 2013
Total AUM$266.4M
Discretionary$266.4M
Non-Disc.$0
Employees11
Clients400
DateMar 2013
Total AUM$266.4M
Discretionary$266.4M
Non-Disc.$0
Employees11
Clients400
DateSep 2012
Total AUM$201M
Discretionary$197.8M
Non-Disc.$3.2M
Employees11
Clients200
DateApr 2012
Total AUM$201M
Discretionary$197.8M
Non-Disc.$3.2M
Employees11
Clients200
DateDec 2011
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees11
Clients101
DateMar 2011
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$86.9M
Discretionary$86.9M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$86.9M
Discretionary$86.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$86.9M
Discretionary$86.9M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--
DateOct 2007
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees5
Clients--