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ODEON CAPITAL ADVISORS LLC

NEW YORK, NY · CRD 307619 · IAPD ↗ · odeonadvisors.com · 646-214-7647

$967.5MRegulatory AUM
8Advisory reps
10Employees
0Clients
0Planning clients
1Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — ODEON CAPITAL ADVISORS LLC grew from 3 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — ODEON CAPITAL ADVISORS LLC notice-filed in NJ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — ODEON CAPITAL ADVISORS LLC reported RAUM up 28% ($613.5M -> $786.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — ODEON CAPITAL ADVISORS LLC crossed $500M in regulatory AUM ($459.2M -> $613.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — ODEON CAPITAL ADVISORS LLC now reports 1 private fund(s) ($10.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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