Odyssey Capital Advisors Inc.

Overview

Odyssey Capital Advisors Inc. is an SEC registered investment adviser based in Bala Cynwyd, PA, registered since 2018. It reports $189M in assets under management across 642 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$189M

Discretionary

100%

Accounts

642

Average account

$295K

Employees

5

Advisory reps

5

Registered since

2018

Jurisdictions

13

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Jason A Snipe President, Principal, Chief Compliance Officer CRD 4685949
• Roxane Snipe Compliance Officer CRD 4492482

Advisory reps 3 of 5

• Lamont A Brown Insurance Agent · Investment Adviser Rep CRD 4311857
• Julia Lauren Hopson Investment Adviser Rep CRD 8235629
• Jason Ancil Snipe Insurance Agent · Investment Adviser Rep CRD 4685949

2 more advisory reps, with emails, phones and branch locations

Location

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: odysseyadvice.com

Every state, with registration dates

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