Odyssey Capital Advisors Inc.
Firm details
- Headquarters
- Bala Cynwyd, Pennsylvania
- CRD number
- 299034
- Registered since
- July 5, 2024
- Website
- odysseyadvice.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI58.29%
- Individuals34.07%
- Charitable Organizations4.4%
- Corporations / Businesses3.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Odyssey Capital Advisors Inc. is an independent, SEC-registered registered investment adviser that identifies itself as a capital allocator for both individual/family and institutional clients. The firm was registered with the SEC in 2024 and is owned by an individual. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, and the firm also operates as an insurance broker. Advisory services disclosed include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars. Odyssey reports being an active ESG investor and uses third-party managers as part of its allocation process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents11%
- State & Local Bonds1%
Owners & executives
1 of 1Roxane Snipe
Chief Administrative OfficerCRD 4492482
Contacts
3 of 4
Julia Hopson
Operations AssociateCRD 8235629
Alexander Sobkowiak
Investment AnalystCRD 7987073
Lamont Brown
PartnerCRD 4311857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$253M in ETFs
97%
$247M
2%
$6.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $27.3M | 383,239 | 10.78% |
Location
Bala Cynwyd, PA
Montgomery
Location
Bala Cynwyd, PA
Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 333 E City Ave
- Time zone
- ET (UTC-5)
- Office locations
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