Odinic Advisors LLC

Overview

Odinic Advisors LLC is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-assets, hourly and fixed-fee arrangements. Business activities listed alongside the advisory practice include real estate brokerage, insurance brokerage, accounting and law-related services, suggesting the firm either coordinates or affiliates with professionals across those disciplines to deliver integrated planning and transaction support. Investment activity centers on listed securities: the firm shows a clear preference for equities and exchange-traded instruments, running discretionary portfolios that lean toward liquid, market-traded exposures. Odinic Advisors is not an active ESG investor and does not position itself as a multi-state or pension consultant adviser; its operating footprint and client base point to a boutique practice that manages concentrated portfolios for a modest number of relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices