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Robert Lewis O'DEll

Mai Capital Management, LLC

Hurricane, WV

CRD 804809

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Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2026-02-23
  • WV RA
    APPROVED
    Since 2026-02-23

Branch Locations

3981 Teays Valley Road, Hurricane, WV 25526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
L.O.C. Financial Products Co. Hurricane WV 07/1981 02/2026
Lanham, O'DEll And Company Inc. Hurricane WV 07/1981 02/2026
Mai Capital Management Llc Hurricane WV 02/2026 Present
  • 07/1981 → 02/2026
    L.O.C. Financial Products Co.
    Hurricane, WV
  • 07/1981 → 02/2026
    Lanham, O'DEll And Company Inc.
    Hurricane, WV
  • 02/2026 → Present
    Hurricane, WV
Previous Registrations
  • 1994-01-01 → 2026-03-04
    Loc Investment Advisers
    Hurricane, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-12-09
S63 Uniform Securities Agent State Law Examination 1982-05-28
  • S65 Uniform Investment Adviser Law Examination
    1992-12-09
  • S63 Uniform Securities Agent State Law Examination
    1982-05-28
Other Names
  • Bob Odell
  • Robert Lewis Odell

View on SEC IAPD

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