# OJM Group

OJM Group is a Multi Family Office based in Cincinnati, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 1994
- **Assets under management:** $1B (Altss estimate)
- **Website:** ojmgroup.com
- **LinkedIn:** https://www.linkedin.com/company/ojmgroup

## Regulatory record

- **Reports private funds:** No

## About

OJM Group traces its origins to 1994 when Jason O'Dell, David Mandell and Carole Foos began offering wealth-management services to physicians. The three founders built the firm from their respective practices in financial planning, law and tax advisory. The firm deploys capital across private equity, real estate, commodities and insurance-linked structures. It maintains exposure to non-traded REITs, oil and gas drilling programs and captive insurance companies. Geographic reach centers on North America with clients located across the United States. Investment activity occurs through direct holdings and customized structures rather than broad fund commitments. OJM Group employs an integrated team of advisors and maintains an additional office in Florida. In December 2025 the firm was acquired by Earned Wealth, backed by growth equity commitments from Silversmith Capital Partners and Summit Partners. The transaction expanded the platform's healthcare-focused advisory reach. Ownership now sits under Earned Wealth, creating a hybrid structure that combines single-practice origins with institutional capital support. This arrangement separates client advisory from the parent company's growth-equity ownership.

## Sectors

- Healthcare Services

## Offices

- Florida, United States

## People

- Jason O'Dell — Founder and Principal
- David Mandell — Founder and Principal
- Carole Foos — Founder and Principal

## Questions

### Who runs investment decisions at OJM Group?

Jason O'Dell, David Mandell and Carole Foos serve as the founding principals and guide investment and planning decisions. The team operates as a multidisciplinary group focused on physician clients.

### Does OJM Group participate in fund commitments or only direct deals?

The firm uses direct holdings in non-traded REITs, oil and gas programs and captive insurance companies. Public materials do not disclose allocations to external fund commitments.

### How is OJM Group related to Earned Wealth?

Earned Wealth acquired OJM Group in December 2025. Silversmith Capital Partners and Summit Partners provided growth equity to the parent.

### What investment types does OJM Group use?

Confirmed types include commodities, insurance-linked products, private equity and real estate.

## Related profiles

- [Miven Family Office](https://altss.com/profile/miven-family-office-miven-inc)
- [Pamoja Capital](https://altss.com/profile/pamoja-capital-john-mccall-macbain-family-office)

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Last updated: 2026-07-06T01:24:22.366Z

Canonical page: https://altss.com/profile/ojm-group-llc

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