Y Shih
Oder Investment Management · Woodland Hills, California
Y Shih is a fee-only financial advisor at Oder Investment Management in Woodland Hills, California. Y charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Oder Investment Management |
|---|---|
| Based in | Woodland Hills, California |
| Fee model | Percentage of assets |
| Assets under management | $366.7M across 584 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6806755 |
| Exams passed | Series 63 (2020) · Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.oderllc.com |
How Y's firm compares
- Oder Investment Management's average account is about $628,000, from its Form ADV (assets managed divided by 584 accounts).
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Questions about Y
Is Y Shih a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Y holds no broker registration, and Oder Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Y charge for financial advice?
Y charges a percentage of assets.
Where is Y Shih based?
Y Shih is based in Woodland Hills, California.
What does Y specialize in?
Y's specialties include retirement planning, tax planning, estate & legacy planning and pension planning.
Is Y Shih registered with the SEC?
Yes. Y Shih is registered as an investment adviser representative in CA (CRD 6806755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oder Investment Management manage?
Oder Investment Management reports $366.7M across 584 accounts in assets under management.
How do I contact Y Shih?
Through Y's website, www.oderllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Oder Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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