DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Odingard Capital Management

STATE REGISTEREDTulsa, OklahomaCRD 297861websiteIAPD
Latest filing Apr 17, 2026
First filing on the tape Apr 17, 2026 · 1 filings
RAUM
$34.2M
reported, Item 5.F
Discretionary
2.6%
of RAUM
Private clients
84%
$28.9M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Apr 17, 2026; every figure names its basis
RAUM per advisor
$17.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
22derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.1MderivedHNW RAUM over HNW clients
Average account
$760,181derivedRAUM over accounts (5.F.2.f)
Discretionary
2.6%derivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
3.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, pension consultingreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$25.3M74%
  • Pension and profit-sharing plans$5.3M16%
  • Individuals$3.5M10%
Individual clients
19reported
HNW clients
24reported
Pension plan clients
2reported
Charitable clients
0reported
Accounts
45reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jeffrey Bryan HaleTulsa, OkJun 18, 202032 y2
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 days3 left over 36 months
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Tulsa, Ok · principal101
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
4 dated events
  • Jordan Christiansen Kelley left Odingard Capital Management for Fisher Investments (registered 2026-05-18)
    Apr 15, 2026 · Advisor changed firm · fact
  • Brendon James Evers left Odingard Capital Management for J.P. Morgan Securities Llc (registered 2025-06-27)
    Jul 24, 2025 · Advisor changed firm · fact
  • Russell Douglas Renfrow left Odingard Capital Management for Curran Financial Partners, Llc (registered 2025-10-08)
    Nov 6, 2023 · Advisor changed firm · fact
  • Stefan Kip Astheimer left Odingard Capital Management for Destiny Wealth Partners, Llc (registered 2023-09-01)
    Feb 28, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
odingardcm.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
918-794-4060reportedpublic record, Form ADV, Apr 17, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
STATE REGISTEREDderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 15, 2026