Odyssey Capital Advisors Inc.
SEC RegisteredIndependent Financial Advice from a team you can trust
About the firm
Odyssey Capital Advisors is an independent investment advisory firm that provides fee-based investment management and financial planning advice. Institutions, Corporate Executives and Small Business Owners across the country partner with us on their financial journeys. Our mission is to develop and grow a lifelong advisory relationship with you.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based investment management and financial planning advice
Who they serve
Institutions, Corporate Executives and Small Business Owners across the country
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 205 | $64M |
| High Net Worth Individuals | 47 | $110M |
| State/Municipal Entities | 5 | — |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 | 1.25% |
| Next $500,000 | 1.15% |
| Next $5,000,000 | 1.00% |
| Next $5,000,000+ | 0.70% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Odyssey Capital Advisors Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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