TrueAdvisor
TrueAdvisor
JO
CFP
JO
CFP

John Odell

Capital Research & Consulting LLC
36 Years of Experience
Pasadena, CA
Broker
View SEC Summary
View SEC Summary

John Odell is a CFP-designated registered investment advisor at Capital Research & Consulting LLC, based in Pasadena, CA, with 36 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 20 clients with $6B in assets under management.

Capital Research & Consulting LLC
Compensation
Fixed/Hourly
Firm Size
6 advisors
Number of Clients
20 clients
Average Client Portfolio
$299.3M average
Assets Under Management
$6.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Consulting services range from 0.05% to 0.35% annually, and managed portfolio options range from 0.10% to 0.50% annually, or as otherwise negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

15 S. Raymond Avenue, Suite 200, Pasadena, CA, 91105

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

John is a principal in Capital Research & Consulting LLC, Arroyo Investment Group LLC, RBA Client Service LLC, and Capital Research Brokerage Services. He also manages Sor-Del Properties and co-owns Spyglass Apartments, spending minimal time on each of these roles.

Employment History
Current Registrations
Capital Research & Consulting LLC
November 2019 - Present · 6 yrs 11 mos
Arroyo Investment Group, LLC
June 2000 - Present · 26 yrs 4 mos
Capital Research Brokerage Services, LLCBroker
March 2000 - Present · 26 yrs 7 mos
Previous Registrations
Northeast Securities, INC.Broker
August 1998 - April 2000 · 1 yr 8 mos
Ascher/decision Services, INC.Broker
March 1996 - September 1998 · 2 yrs 6 mos
Pasadena Fund Services, INC.Broker
August 1992 - July 1995 · 2 yrs 11 mos
Citicorp Select InvestmentsBroker
August 1991 - November 1991 · 3 mos
Pilgrim Distributors CORP.Broker
May 1989 - October 1991 · 2 yrs 5 mos
Great Western Financial Securities CorporationBroker
December 1988 - May 1989 · 5 mos
State Registrations3 states
CANYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Pasadena, CA →All financial advisors in California →