Bodell Overcash Anderson & Co., Inc. (Jamestown)

Bodell Overcash Anderson & Co., Inc. is a mid-sized advisory firm based in Jamestown. It manages $25.5 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.

Bodell Overcash Anderson & Co. provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bodell Overcash Anderson & Co.: assets under management

The assets under management (AUM) of Bodell Overcash Anderson & Co., Inc. is $25.5 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.18 million in discretionary accounts and $5.32 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $611.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.77 million.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bodell Overcash Anderson & Co., Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients John Edward Anderson serves?

The only and largest group of clients of John Edward Anderson is individuals with 36 clients and $25.5 million of assets under management. Among the 1 most similar advisory firms, Bodell Overcash Anderson & Co. has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $25.5 million for 36 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bodell Overcash Anderson & Co. doesn't advise any private funds.

Careers at Bodell Overcash Anderson & Co., Inc.

The company employs 5 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Edward Anderson has been acting as President since 1 May 1970. Gizelle Marie Carnahan joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Edward Anderson	President	1 May 1970	50% - 75%	5217
Daniel Ray Jr Overcash	Chief executive officer	1 May 1970	50% - 75%	354430
Daniel Ray Jr Overcash	Chief compliance officer	1 Nov 2004	50% - 75%	354430
Gizelle Marie Carnahan	Secretary	1 Oct 2012	Other	4411194

Based in Jamestown

The principal office where Bodell Overcash Anderson & Co., Inc. performs its advisory services is located at Fenton Building, Suite 200, Jamestown, NY 14701 The mailing address of the firm is P. O. Box 1237, Jamestown, NY 14702 1237. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 716-484-7141 or by fax 716-661-3357. The normal business hours are 9:00 am-4:30p.m. on Monday - Friday.