Odin Capital Management
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Overview
Odin Capital Management operates as a financial advisory firm that has its headquarters in Greenwich, Connecticut. It manages $238.1 million in total assets across seven accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). The company has a small team, including 3 financial advisors. Odin Capital Management does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like stocks, bonds and options.
Odin Capital Management administers all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by an investment advisor without needing client approval. The advisory firm's typical account size is $34.0 million. The average financial advisor at Odin Capital Management administers around two client accounts, placing it among the most personalized firms in the country.
The firm's headquarters is located at 39 Lewis Street, Greenwich, Connecticut 6830. The firm is legally permitted to serve clients across a number of states, including Connecticut, Florida and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Odin Capital Management by the Numbers
$238.1 million
3
7
$34.0 million
Products and Services
Odin Capital Management offers multiple financial services, which can include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. It does not sell products or offer services aside from investment advice to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically are based on which services the firm provides the client. However, fees charged by the company likely include the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles and corporations. Out of its seven clients, Odin Capital Management's largest client group by number of accounts is corporations. Around 100% of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Odin Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Odin Capital Management
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
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