Overview
Assets Under Management: $189 million
Headquarters: BALA CYNWYD, PA
High-Net-Worth Clients: 47
Average Client Assets: $2.3 million
Frequently Asked Questions
ODYSSEY CAPITAL ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299034), ODYSSEY CAPITAL ADVISORS INC. is subject to fiduciary duty under federal law.
ODYSSEY CAPITAL ADVISORS INC. is headquartered in BALA CYNWYD, PA.
ODYSSEY CAPITAL ADVISORS INC. serves 47 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, ODYSSEY CAPITAL ADVISORS INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ODYSSEY CAPITAL ADVISORS INC. manages $189 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, ODYSSEY CAPITAL ADVISORS INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.29%
Average Client Assets: $2.3 million
Total Client Accounts: 642
Discretionary Accounts: 642
Regulatory Filings
CRD Number: 299034
Filing ID: 2067710
Last Filing Date: 2026-03-26 22:41:47