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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

OJM GROUP, LLC

THE O'DELL GROUP, LLC, CRD 119850

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:07a1dc76-ff95-88db-58c9-e88ac332bb34

Data as of Mar 20, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 17
On other graphs: 2
Observed: Dec 1, 2011 to Mar 20, 2025
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

OJM Group, LLC

Investment consultant · shared crd

Family Officesidentity

O'Dell Group, LLC

Office · shared cik

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $803MItem 5.F on the latest filing (2025-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $803M
Private client RAUM: $545MderivedItem 5.D individuals plus high net worth individuals
Private client share: 68%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,795
Individual clients: 306
High net worth clients: 156
Custody, client assets: $218M
SEC number: 801-68466
CIK: 1742569
CRD: 119850
Filings on the tape: 32
First filed: Dec 1, 2011
Latest filed: Mar 20, 2025
Organised: Limited Liability Company, OH

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOOS, CAROLE, COONEY	CHIEF FINANCIAL OFFICER	Na	yes	10/2008	Dec 1, 2011	Nov 21, 2024
GREEN, LESLIE, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Jul 23, 2021	Nov 21, 2024
MANDELL, DAVID, BRUCE	Member	C	yes	12/2009	Dec 1, 2011	Nov 21, 2024
ODELL, JASON, MAHONEY	CHIEF EXECUTIVE OFFICER	Na	yes	12/2009	Dec 1, 2011	Nov 21, 2024
ODELL, JASON, MAHONEY	Member	C	yes	12/2009	Dec 1, 2011	Nov 21, 2024
OJM GROUP, LLC	Member	E	yes	12/2009	Sep 28, 2012	Nov 21, 2024
LEWELLEN, HAROLD, MICHAEL	Member	A	no	10/2008	Dec 1, 2011	Nov 21, 2024
PEELMAN, ROBERT, G	Member	Na	no	01/2020	Mar 20, 2020	Nov 21, 2024
TAYLOR, ANDREW, MICHAEL	Member	Na	no	01/2020	Mar 20, 2020	Nov 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAROLE FOOS	n/a	n/a	n/a	Y	yes	n/a
DAVID MANDELL	n/a	n/a	n/a	Y	yes	n/a
OJM GROUP	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Phoenix	Az	United States	1	yes
FORT LAUDERDALE	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 20, 2025	$803M	$803M	15	8	2	n/a	n/a
2023	Mar 27, 2024	$722M	$722M	14	8	2	n/a	n/a
2022	Mar 30, 2023	$572M	$572M	14	8	2	n/a	n/a
2021	Mar 30, 2022	$599M	$599M	15	9	2	n/a	n/a
2020	Mar 10, 2021	$510M	$510M	15	9	2	n/a	n/a
2019	Mar 20, 2020	$453M	$453M	16	8	2	n/a	n/a
2018	Mar 27, 2019	$364M	$364M	15	9	2	n/a	n/a
2017	Mar 27, 2018	$374M	$374M	15	9	3	n/a	n/a
2016	Mar 29, 2017	$298M	$298M	15	9	n/a	n/a	n/a
2015	Mar 30, 2016	$282M	$282M	15	9	n/a	n/a	n/a
2014	Mar 25, 2015	$298M	$298M	16	9	n/a	n/a	n/a
2013	Mar 26, 2014	$250M	$250M	15	8	n/a	n/a	n/a
2012	Mar 28, 2013	$266M	$266M	11	8	n/a	n/a	n/a
2011	Apr 2, 2012	$201M	$198M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	7	-7	n/a	0	0	0	0	7

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$803M	$722M	11.3%	$599M	10.3%	15	14	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EARNED WEALTH ADVISORS, LLC	5	Dec 11, 2025	Dec 8, 2025	CINCINNATI, OH	Firm absorbed	RIA to RIA	83.3%

Relationships

Registered with (14)

← JASON MAHONEY ODELLAdvisorregistration: previous registration
Sep 8, 2005 to Dec 11, 2025factForm ADV
← ANDREW MICHAEL TAYLORAdvisorregistration: previous registration
Mar 9, 2012 to Dec 11, 2025factForm ADV
← DAVID BRUCE MANDELLAdvisorregistration: previous registration
Oct 9, 2008 to Dec 11, 2025factForm ADV
← ROBERT G PEELMANAdvisorregistration: previous registration
Aug 3, 2010 to Dec 11, 2025factForm ADV
← HAROLD MICHAEL LEWELLENAdvisorregistration: previous registration
Oct 7, 2008 to Dec 11, 2025factForm ADV
← ADAM NICHOLAS BRAUNSCHEIDELAdvisorregistration: previous registration
Mar 9, 2012 to Dec 11, 2025factForm ADV
← JOHN KENNEDY KELLYAdvisorregistration: previous registration
Dec 4, 2008 to Dec 2, 2025factForm ADV
← David Thomas CargillAdvisorregistration: previous registration
Aug 11, 2020 to Jun 17, 2022factForm ADV
← DAVID B SNYDERAdvisorregistration: previous registration
Apr 1, 2014 to Mar 15, 2021factForm ADV
← MICHAEL SCOTT BERRYAdvisorregistration: previous registration
Dec 22, 2011 to Jan 9, 2013factForm ADV
← ROBERT PAUL WILSONAdvisorregistration: previous registration
Feb 22, 2010 to Jan 2, 2013factForm ADV
← Dinah Frances Bird-WesterfieldAdvisorregistration: previous registration
Jun 6, 2011 to Mar 27, 2012factForm ADV
← CHARLES NICHOLAS KUHNAdvisorregistration: previous registration
Sep 8, 2005 to Apr 22, 2010factForm ADV
← ROBERT JAMES WASSELAdvisorregistration: previous registration
Jan 11, 2005 to Dec 21, 2007factForm ADV

Moved with (1)

→ EARNED WEALTH ADVISORS, LLCRegistered adviser5 advisors, firm absorbed, same day
Dec 11, 2025 to Dec 8, 2025factForm ADV

Controls (5)

← ODELL, JASON, MAHONEYOwnerMEMBER, ownership code C, individual
Dec 1, 2011 to Nov 21, 2024factForm ADV
← MANDELL, DAVID, BRUCEOwnerMEMBER, ownership code C, individual
Dec 1, 2011 to Nov 21, 2024factForm ADV
← FOOS, CAROLE, COONEYOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Dec 1, 2011 to Nov 21, 2024factForm ADV
← GREEN, LESLIE, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 23, 2021 to Nov 21, 2024factForm ADV
← OJM GROUP, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 28, 2012 to Nov 21, 2024factForm ADV

Owns (3)

← TAYLOR, ANDREW, MICHAELOwnerMEMBER, ownership code NA, individual
Mar 20, 2020 to Nov 21, 2024factForm ADV
← PEELMAN, ROBERT, GOwnerMEMBER, ownership code NA, individual
Mar 20, 2020 to Nov 21, 2024factForm ADV
← LEWELLEN, HAROLD, MICHAELOwnerMEMBER, ownership code A, individual
Dec 1, 2011 to Nov 21, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 11, 2025
Firm absorbed
Ojm Group, LLC's advisors moved to Earned Wealth Advisors, LLC (Cincinnati, OH): 5 of 6 registered, on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Dec 11, 2025
Advisor changed firm
Andrew Michael Taylor left Ojm Group, Llc for Earned Wealth Advisors, Llc (registered 2025-12-08)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2025
Advisor changed firm
Adam Nicholas Braunscheidel left Ojm Group, Llc for Earned Wealth Advisors, Llc (registered 2025-12-05)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2025
Advisor changed firm
Jason Mahoney Odell left Ojm Group, Llc for Earned Wealth Advisors, Llc (registered 2025-12-08)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2025
Advisor changed firm
David Bruce Mandell left Ojm Group, Llc for Earned Wealth Advisors, Llc (registered 2025-12-23)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2025
Advisor changed firm
Robert G Peelman left Ojm Group, Llc for Earned Wealth Advisors, Llc (registered 2025-12-08)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2025
Advisor changed firm
Harold Michael Lewellen left Ojm Group, Llc for Earned Wealth Advisors, Llc (registered 2025-12-08)
Form ADVobserved 4 days ago
Occurred
Dec 2, 2025
Advisor changed firm
John Kennedy Kelly left Ojm Group, Llc for Arkadios Wealth Advisors (registered 2025-11-28)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
Regulatory AUM changed
Ojm Group, Llc reported RAUM $721.7M, up 26% from $571.8M (2023-03-30 to 2024-03-27)
Form ADVobserved 4 days ago
$150M
Occurred
Jun 17, 2022
Advisor changed firm
David Thomas Cargill left Ojm Group, Llc for Lpl Financial Llc (registered 2022-06-24)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2021
Control person joined
Ann Leslie Green (Chief Compliance Officer) appeared on Schedule A of Ojm Group, Llc
Form ADVobserved 4 days ago
Occurred
Jul 23, 2021
Control person left
Russell James Hadaway (Chief Compliance Officer) no longer on Schedule A of Ojm Group, Llc (listed 2021-04-07, absent 2021-07-23)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2019
Control person left
Meyers Anne Septic (Chief Compliance Officer) no longer on Schedule A of Ojm Group, Llc (listed 2019-04-17, absent 2019-12-13)
Form ADVobserved 4 days ago
Occurred
Dec 13, 2019
Control person joined
Russell James Hadaway (Chief Compliance Officer) appeared on Schedule A of Ojm Group, Llc
Form ADVobserved 4 days ago
Occurred
Mar 27, 2019
Control person left
Anne Septic (Chief Compliance Officer) no longer on Schedule A of Ojm Group, Llc (listed 2018-05-02, absent 2019-03-27)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2019
Control person joined
Meyers Anne Septic (Chief Compliance Officer) appeared on Schedule A of Ojm Group, Llc
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Ojm Group, Llc no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $803.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:07a1dc76-ff95-88db-58c9-e88ac332bb34
First observed: Dec 1, 2011
Last observed: Mar 20, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OJM GROUP, LLC

THE O'DELL GROUP, LLC, CRD 119850

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:07a1dc76-ff95-88db-58c9-e88ac332bb34

Data as of Mar 20, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOOS, CAROLE, COONEY

CHIEF FINANCIAL OFFICER

yes

10/2008

Dec 1, 2011

Nov 21, 2024

GREEN, LESLIE, ANN

CHIEF COMPLIANCE OFFICER

yes

07/2021

Jul 23, 2021

Nov 21, 2024

MANDELL, DAVID, BRUCE

Member

yes

12/2009

Dec 1, 2011

Nov 21, 2024

ODELL, JASON, MAHONEY

CHIEF EXECUTIVE OFFICER

yes

12/2009

Dec 1, 2011

Nov 21, 2024

ODELL, JASON, MAHONEY

Member

yes

12/2009

Dec 1, 2011

Nov 21, 2024

OJM GROUP, LLC

Member

yes

12/2009

Sep 28, 2012

Nov 21, 2024

LEWELLEN, HAROLD, MICHAEL

Member

10/2008

Dec 1, 2011

Nov 21, 2024

PEELMAN, ROBERT, G

Member

01/2020

Mar 20, 2020

Nov 21, 2024

TAYLOR, ANDREW, MICHAEL

Member

01/2020

Mar 20, 2020

Nov 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAROLE FOOS

n/a

yes

n/a

DAVID MANDELL

n/a

yes

n/a

OJM GROUP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Phoenix

United States

yes

FORT LAUDERDALE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 20, 2025

$803M

n/a

2023

Mar 27, 2024

$722M

n/a

2022

Mar 30, 2023

$572M

n/a

2021

Mar 30, 2022

$599M

n/a

2020

Mar 10, 2021

$510M

n/a

2019

Mar 20, 2020

$453M

n/a

2018

Mar 27, 2019

$364M

n/a

2017

Mar 27, 2018

$374M

n/a

2016

Mar 29, 2017

$298M

n/a

2015

Mar 30, 2016

$282M

n/a

2014

Mar 25, 2015

$298M

n/a

2013

Mar 26, 2014

$250M

n/a

2012

Mar 28, 2013

$266M

n/a

2011

Apr 2, 2012

$201M

$198M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-7

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$803M

$722M

11.3%

$599M

10.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EARNED WEALTH ADVISORS, LLC

Dec 11, 2025

Dec 8, 2025

CINCINNATI, OH

Firm absorbed

RIA to RIA

83.3%