Odyssey Capital Advisors Inc.

Updated today

Find your advisor

Client assets under management

$174,712,966

Clients

252

19% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$693,305

About

Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), corporations, and employee benefit plans. The firm offers ongoing portfolio monitoring and may select or recommend sub‑advisors or third‑party managers to implement client strategies.

Odyssey tailors investment programs to clients’ stated goals and risk tolerances and uses fundamental analysis alongside a range of strategies (including long‑term holdings, trading, option strategies, and derivatives) when appropriate. The firm also monitors recommended TPMs, acts as a liaison to those managers, and documents client objectives and restrictions in client files.

Several operational features distinguish the firm: it holds no‑cost public and participant educational seminars and workshops, is licensed to offer fixed insurance products (disclosing that insurance sales may generate commissions), and discloses the use of securities‑backed lines of credit and margin borrowing in client accounts. Odyssey also discloses that it receives portions of fees from certain third‑party managers and describes procedures and client disclosures intended to address the resulting conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies

Fee options

Fixed

Financial Planning Services: $3,500 to $15,000 or flat project fee

Percentage

$0 - $100,000: 1.25% annually $100,000 - $600,000: 1.15% annually $600,000 - $5,600,000: 1.00% annually $5,600,000+: 0.70% annually

Project-based

Up to $750/hour

Other

Account minimum: $500,000

Main office location

Odyssey Capital Advisors Inc.

2 Bala Plaza, Suite 515

Bala Cynwyd PA 19004, United States

Number of offices

Most active in

California · Delaware · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maryland · New Jersey · New York · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Instagram Website 484-278-4497

Advisors at this firm

Alexander S

Series 65

Bala Cynwyd, PA

Odyssey Capital Advisors Inc.

Alexander Sobkowiak is a financial advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. His prior roles include positions at PGIM, Inc. and teaching at Temple University. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and business entities. The firm offers tailored investment programs and conducts public educational seminars and workshops as part of its service mix.

Options & derivatives strategies

Jason S

Series 63, Series 65

Bala Cynwyd, PA

Odyssey Capital Advisors Inc.

Jason Snipe is a financial advisor at Odyssey Capital Advisors Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Kestra Financial Services, Inc., Saxony Securities, Inc., and First Genesis Financial Group. Outside of advising, he contributes to CNBC as an independent contractor and serves as Co-Vice Chairman of La Salle Academy, a college-preparatory high school. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and business entities. The firm tailors investment programs to clients’ goals, time horizons, and risk tolerances, and it offers ongoing participant education through public seminars and workshops.

Options & derivatives strategies

Lamont B

ChFC®, Series 63, Series 66

Bala Cynwyd, PA

Odyssey Capital Advisors Inc.

Lamont Brown is a financial advisor at Odyssey Capital Advisors Inc. with 24 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Saxony Securities, Kestra Advisory, and First Genesis Financial Group. Outside of his advisory work, he is involved with Lankenau Holdings, LLC as a real estate investor. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and business entities. The firm tailors investment programs based on client goals and risk tolerance and offers public educational seminars and workshops as part of its services.

Options & derivatives strategies

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support