ODYSSEY CAPITAL ADVISORS INC.

RIASEC RegisteredEst. 2024

Total AUM

$189M

Discretionary

$189M

100% of AUM

Avg account

$295K

Accounts

642

Employees

Advisory reps

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

FINTRX

Overview

Odyssey Capital Advisors Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2024 and serves both high-net-worth individuals/families and institutional clients. The firm operates as a capital allocator, combining portfolio management and financial planning with ancillary services such as insurance brokering and educational workshops. Its advisory offering includes portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee structures. The firm identifies as an active ESG investor, which factors into manager selection and portfolio construction. It is not a multi-state adviser, and it explicitly uses third-party external managers to implement portions of client portfolios.