BALA CYNWYD, PACRD 299034Latest ADV March 26, 2026
Odyssey Capital Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bala Cynwyd, PA. Its latest Form ADV filing, dated March 26, 2026, reports $189M in regulatory assets under management, 5 employees, and 642 accounts.
Assets Under Management
$189M
Employees
5
Offices
--
Total Clients
259
Primary office
BALA CYNWYD, PA
2 BALA PLAZA, SUITE 515, BALA CYNWYD, PA, United States
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
205
2
HNWI
18.1%
47
3
Charitable
1.9%
5
4
Corporations
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of March 26, 2026
Discretionary100.0%
$189M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$189M
Total Accounts642
10Y AUM Change+$67M (+55.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee52:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.