Investment adviser · CRD 299034
ODYSSEY CAPITAL ADVISORS INC.
Investment adviser filing (IA)
BALA CYNWYD, PA, United States · Form ADV filed May 21, 2026
- Regulatory AUM
- $189M Form ADV · Item 5.F
- Client accounts
- 642 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 47 | $110,263,864 | 58.3% |
| Individuals | 205 | $64,449,102 | 34.1% |
| Charities | 5 | $8,328,106 | 4.4% |
| Corporations & businesses | 2 | $6,122,828 | 3.2% |
Filing source
Form ADV 2104880 · May 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2 BALA PLAZA, SUITE 515BALA CYNWYD, PA, 19004, United States
CRD 299034
Filing source
Form ADV 2104880 · May 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.