{
  "crd_number": 299034,
  "slug": "odyssey-capital-advisors-inc-bala-cynwyd-pa-299034",
  "primary_business_name": "ODYSSEY CAPITAL ADVISORS INC.",
  "legal_name": "ODYSSEY CAPITAL ADVISORS INC.",
  "dbas": [],
  "city": "Bala Cynwyd",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-05",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-05-21",
  "carried_forward": false,
  "raum_total": 189163900.0,
  "raum_discretionary": 189163900.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 8328106.0,
      "count": 5
    },
    "individuals": {
      "raum": 64449102.0,
      "count": 205
    },
    "high_net_worth_individuals": {
      "raum": 110263864.0,
      "count": 47
    },
    "corporations_other_businesses": {
      "raum": 6122828.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DC",
    "DE",
    "FL",
    "GA",
    "IL",
    "LA",
    "MD",
    "NJ",
    "NY",
    "PA",
    "TN",
    "TX"
  ],
  "websites": [
    "https://instagram.com/odysseycapitaladvisors",
    "https://linkedin.com/company/odyssey-capital-advisors",
    "https://odysseyadvice.com",
    "https://twitter.com/jason_snipe"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299034",
  "city_as_filed": "BALA CYNWYD",
  "url": "https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034",
  "display_name": "Odyssey Capital Advisors Inc.",
  "summary": "Odyssey Capital Advisors Inc. is an SEC-registered investment advisory firm in Bala Cynwyd, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.",
  "citation": "AdvisorCensus. Odyssey Capital Advisors Inc. (CRD 299034): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Odyssey Capital Advisors Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Odyssey Capital Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Odyssey Capital Advisors Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $3,500 to $15,000 a year (Financial Planning Services); Hourly rate: $750 an hour (financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Odyssey Capital Advisors Inc. located?",
      "a": "Odyssey Capital Advisors Inc.'s principal office is in Bala Cynwyd, PA, according to its Form ADV."
    },
    {
      "q": "Is Odyssey Capital Advisors Inc. registered with the SEC or a state?",
      "a": "Odyssey Capital Advisors Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 299034."
    },
    {
      "q": "How much does Odyssey Capital Advisors Inc. manage?",
      "a": "Odyssey Capital Advisors Inc. reports $189,163,900 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Odyssey Capital Advisors Inc.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for Odyssey Capital Advisors Inc.: Regulatory assets under management: $122,052,326 in the October 2024 data and $189,163,900 in the October 2026 data, up 55%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Odyssey Capital Advisors Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (205); high net worth individuals (47); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Odyssey Capital Advisors Inc. use?",
      "a": "Odyssey Capital Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Odyssey Capital Advisors Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299034"
    },
    {
      "q": "Does Odyssey Capital Advisors Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 says: \"Odyssey Capital requires a minimum of $500,000 to establish an advisory relationship. This requirement can be met by combining two or more related accounts. At our sole discretion, we may waive this requirement.\""
    },
    {
      "q": "What changed in Odyssey Capital Advisors Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in TN."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 122052326.0,
      "total_employees": 4,
      "filing_date": "2024-08-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 144447342.0,
      "total_employees": 4,
      "filing_date": "2025-04-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 189163900.0,
      "total_employees": 5,
      "filing_date": "2026-05-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $144,447,342 to $189,163,900 (+31%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in GA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $3,500 to $15,000 a year (Financial Planning Services)",
      "Hourly rate: $750 an hour (financial plans)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Odyssey Capital requires a minimum of $500,000 to establish an advisory relationship. This requirement can be met by combining two or more related accounts. At our sole discretion, we may waive this requirement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,500 to $15,000 a year (Financial Planning Services)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on a flat project fee or an annual fee between $3,500 and $15,000; or, on an hourly fee of up to $750/hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $750 an hour (financial plans)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on a flat project fee or an annual fee between $3,500 and $15,000; or, on an hourly fee of up to $750/hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 3500.0,
          "max": 15000.0,
          "period": "annual",
          "service": "Financial Planning Services"
        },
        {
          "kind": "hourly",
          "amount": 750.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial plans"
        }
      ]
    },
    "quotes": [
      "Odyssey Capital requires a minimum of $500,000 to establish an advisory relationship. This requirement can be met by combining two or more related accounts. At our sole discretion, we may waive this requirement.",
      "Financial Planning Services are offered based on a flat project fee or an annual fee between $3,500 and $15,000; or, on an hourly fee of up to $750/hour.",
      "Financial Planning Services are offered based on a flat project fee or an annual fee between $3,500 and $15,000; or, on an hourly fee of up to $750/hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 205,
      "fewer_than_5": false,
      "raum": 64449102.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 47,
      "fewer_than_5": false,
      "raum": 110263864.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 8328106.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 6122828.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299034",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}