# Odyssey Capital Advisors Inc.

> 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.

- CRD: 299034
- Filed as: ODYSSEY CAPITAL ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bala Cynwyd, PA
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299034
- AdvisorCensus page: https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034

## Quick answers

**How is Odyssey Capital Advisors Inc. compensated?**
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.

**How much does Odyssey Capital Advisors Inc. charge?**
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.

**Where is Odyssey Capital Advisors Inc. located?**
Odyssey Capital Advisors Inc.'s principal office is in Bala Cynwyd, PA, according to its Form ADV.

**Is Odyssey Capital Advisors Inc. registered with the SEC or a state?**
Odyssey Capital Advisors Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 299034.

**How much does Odyssey Capital Advisors Inc. manage?**
Odyssey Capital Advisors Inc. reports $189,163,900 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**How have Odyssey Capital Advisors Inc.'s assets and staff changed since 2024?**
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.

**What types of clients does Odyssey Capital Advisors Inc. serve?**
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).

**Which custodians does Odyssey Capital Advisors Inc. use?**
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.

**Does Odyssey Capital Advisors Inc. report any disciplinary disclosures?**
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

**Does Odyssey Capital Advisors Inc. state an account minimum?**
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."

**What changed in Odyssey Capital Advisors Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

- Flat fee: $3,500 to $15,000 a year (Financial Planning Services)

> 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.

- Hourly rate: $750 an hour (financial plans)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $189,163,900
- Discretionary: $189,163,900
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 205 | $64,449,102 |
| High net worth individuals | 47 | $110,263,864 |
| Charitable organizations | 5 | $8,328,106 |
| Corporations or other businesses not listed above | 2 | $6,122,828 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, DE, FL, GA, IL, LA, MD, NJ, NY, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- odysseyadvice.com
- Instagram @odysseycapitaladvisors
- LinkedIn @odyssey-capital-advisors
- X @jason_snipe

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $122,052,326 | 4 | August 26, 2024 |
| October 2025 | $144,447,342 | 4 | April 21, 2025 |
| October 2026 | $189,163,900 | 5 | May 21, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in TN.

### April 2026
- 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).

### February 2026
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Odyssey Capital Advisors Inc. (CRD 299034): Form ADV filing data as of October 2026.