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ODYSSEY CAPITAL ADVISORS INC.

BALA CYNWYD, PA · CRD 299034 · IAPD ↗ · odysseyadvice.com · 484-278-4497

$189.2MRegulatory AUM
4Advisory reps
5Employees
6Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — ODYSSEY CAPITAL ADVISORS INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — ODYSSEY CAPITAL ADVISORS INC. reported RAUM up 31% ($144.4M -> $189.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — ODYSSEY CAPITAL ADVISORS INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2024 — ODYSSEY CAPITAL ADVISORS INC. (BALA CYNWYD, PA) is newly SEC-registered with $122.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.