Dixon Odom Financial Advisors LLC (Birmingham)

Dixon Odom Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dixon Odom Financial Advisors: assets under management

The assets under management (AUM) of Dixon Odom Financial Advisors LLC is $820.07 million. The firm's AUM has grown by 474% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $165.35 million in discretionary accounts and $654.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $381.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $65.47 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dixon Odom Financial Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Birmingham

The principal office where Dixon Odom Financial Advisors LLC performs its advisory services is located at 2140 11 Th Ave South, Birmingham, AL 35205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205.930.9111 or by fax 205.939.2847. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.dixonodomfa.com.

Registered investment advisers similar to Dixon Odom Financial Advisors LLC

• Terracap Management
• Sjs Corporation
• Drake Capital Advisors
• One Charles Private Wealth Services
• The Advisory Group Of San Francis
• North Sky Capital
• Stillwater Capital Advisors
• Greenlight Masters
• Executive Wealth Management
• Plural Investments
• Aterian Investment Management
• Column Capital Advisors
• Interserv
• Tiger Performance
• Lion Street Advisors