Odiorne Point Asset Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 324617
· Portsmouth, NH
· www.odiornepointassetmanagement.com
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ADV data as of Mar 16, 2026
- Regulatory AUM
- $65.9M
- Discretionary
- $65.9M
- Clients
- 202
- Avg AUM / client
- $326K
- Accounts
- 265
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 202 | $65.9M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey David Sickler | Registered representative | Apr 2023 (3y) | ||
| Raymond Scott Panek | Registered representative | Apr 2023 (3y) | ||
| Gregory William Lawrence | Registered representative | CFP | Dec 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $65.9M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗