Richard
Carroll

O'Dell Capital Management

CRD#5994048
Investment Advisor
in Hillsboro, OH

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About this Advisor

Richard Carroll is a financial advisor based in Hillsboro, Ohio, working with O'Dell Capital Management. Richard has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Johns Hopkins University, O'Dell Capital Management, and the City of Hillsboro, OH. Richard is registered to provide services in Ohio. Currently, Richard is part of O'Dell Capital Management, which operates out of Hillsboro, Ohio. The firm has 3 employees and manages assets totaling $136.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the publication of newsletters. The fee structure at O'Dell Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

858 W. Main St
Hillsboro, OH 45133

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O'Dell Capital Management Brokerage Details

Total Assets Under Management

$136,550,000

OH Average: $2,106,341,625
Total Number of Employees

3

OH Average: 34
Total Number of Accounts

344

OH Average: 1,972
Average Account Size

$396,948

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Richard Carroll Work History

2024 - Present (0 year)

City Of Hillsboro, Oh

2023 - Present (1 year)

O'Dell Capital Management

2012 - 2023 (11 years)

Raymond James Financial Services Advisors Inc

2012 - 2022 (10 years)

Johns Hopkins University

2011 - 2023 (12 years)

Raymond James Financial Services, Iinc

2011 - 2023 (12 years)

O'Dell Capital Management

Disclosures

Please visit the SEC profile of Richard Carroll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at O'Dell Capital Management

Richard Carroll
Hillsboro, OH
Rick O'Dell
Hillsboro, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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