← Tributary

ODA AND COMPANY, INC.

MEDINA, OH · CRD 119952 · IAPD ↗ · 330-725-8911

$125.6MRegulatory AUM
1Advisory reps
3Employees
13Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — ODA AND COMPANY, INC. (MEDINA, OH) is newly SEC-registered with $125.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.