ODYSSEY CAPITAL ADVISORS INC.

CRD 299034 · SEC 801-130634

Visit website

2 BALA PLAZA, SUITE 515, BALA CYNWYD, PA, 19004, United States

Phone

484-278-4497

Fax

484-278-4395

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$189.2M

Discretionary AUM

$189.2M

Team

5 total employees; 4 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES & PERCENTAGE OF PLAN ASSETS

Org form

Corporation

Filing date

2026-05-21

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	205	$64.4M
High net worth individuals	47	$110.3M
Charitable organizations	5	$8.3M
Corporations/business entities	2	$6.1M

States served

CA, DE, DC, GA, IL, LA, MD, NJ, NY, PA, TN, TX, FL

All web addresses on file

http://www.odysseyadvice.com
https://www.linkedin.com/company/odyssey-capital-advisors
https://www.instagram.com/odysseycapitaladvisors/
https://twitter.com/jason_snipe

Official SEC filing: View on IAPD