9AT: LOC INVESTMENT ADVISERS

Adviser Profile

As of Date	03/06/2026
Registration status	Terminated
ADV Location	HURRICANE, WV, United States
Contact Info	304 xxxxxxx
Websites

AUM^*	770,988,331 9%
of that, discretionary	770,988,331 9%
Number of Employees	12
of those in investment advisory functions	6
Private Fund GAV^*	0
Avg Account Size	349,813 9%
% High Net Worth	29.02% 2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser WELLS TRECASO FINANCIAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM533.3m	#Funds-
Adviser HUNTER ASSOCIATES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund6.0m	Total Private Fund GAV6.0m	AUM1.3b	#Funds1
Adviser LEVIN CAPITAL STRATEGIES, L.P.	Hedge Fund20.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV20.9m	AUM1.7b	#Funds1
Adviser TRUNORTH CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM724.5m	#Funds-
Adviser JACOBI CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.6b	#Funds-
Adviser SEVENBRIDGE FINANCIAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM731.1m	#Funds-
Adviser PARAGON FINANCIAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)	Hedge Fund1.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1m	AUM224.4m	#Funds1
Adviser INVESTMENT MANAGEMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM56.8m	#Funds-

Brochure Summary

Overview

Lanham O'Dell & Company, Inc., doing business as LOC Investment Advisers ("LOC"), is owned by Robert O'Dell, David Lanham, Sean Mayberry and Mary Casey O'Dell Dixon, and has been providing investment advisory services since 1981. As of December 31, 2023, LOC had $708,247,570 in regulatory assets under management, all managed on a discretionary basis. Additionally, LOC advised on $37,660,267 of self- directed retirement account assets. LOC manages investment portfolios for a wide variety of clients, including high-net-worth individuals, individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. LOC's investment management team designs, builds and maintains a select number of model strategies that vary in risk and return goals, volatility, suitability for distributions and net exposure to equity risk. Strategies also vary in management

style from active, passive and tactical management. LOC's advisers work with each client to help choose from one or a combination of managed investment strategies that best fit their circumstances and risk-return expectations. Client portfolios are managed on a discretionary basis with a goal of achieving the client's stated financial objectives with a level of risk that is acceptable to both the client and the adviser. That level of risk is reviewed with clients on an ongoing basis to ensure it remains current. Clients may impose any reasonable restrictions on LOC's discretionary authority, including restrictions on the types of securities in which LOC may invest client's assets and on specific securities. LOC uses low-cost index funds, exchange traded funds, stocks, bonds, and a select group of actively managed mutual funds to implement its investment process

LOC INVESTMENT ADVISERS

LOC INVESTMENT ADVISERS

LANHAM ODELL & CO INC

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Employees

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LOC INVESTMENT ADVISERS LOC INVESTMENT ADVISERS LANHAM ODELL & CO INC

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

LOC INVESTMENT ADVISERS

LOC INVESTMENT ADVISERS

LANHAM ODELL & CO INC