|
⚲
|
| Odyssey Capital Advisors Inc
✚
|
|
|---|---|
| CRD # | 299034 |
| SEC # | 801-130634 |
| CIK # | 0002104872 |
| AUM | $189.2 M (2026-05-21) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 484-278-4497 |
| Address | 2 Bala Plaza Bala Cynwyd, PA 19004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.2 | ||
| Amazon Com Inc | 3.5 | ||
| Apple Inc | 3.1 | ||
| Alphabet Inc | 2.4 | ||
| Goldman Sachs Group Inc | 2.1 | ||
| Broadcom Inc | 1.9 | ||
| Microsoft Corp | 1.6 | ||
| Costco Wholesale Corp /NEW | 1.5 | ||
| Netflix Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 64.4 |
| (b) Individuals (high net worth individuals) | 47 | 110.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 8.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 642 | 189.2 |
| By Discretionary | ||
| Discretionary | 642 | 189.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 642 | 189.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.2 | |
| Total | 642 | 189.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002104872] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valued Retirements Inc
✚
|
TX | 0.2 |
|
Conceptual Financial Advisors LLC
✚
|
WI | 0.2 |
|
TT Capital Management LLC
✚
|
0.2 | |
|
Hahn Financial Group Inc
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|
SD | 0.2 |
|
Ivy League Financial Advisors LLC
✚
|
MD | 0.2 |
|
SDR Investment Management Inc
✚
|
FL | 0.2 |
|
Wright Wealth LLC
✚
|
GA | 0.2 |
|
KFG LLC
✚
|
SD | 0.2 |
|
Heritage Financial Advisors LLC
✚
|
OH | 0.2 |
|
Wall Street Financial Group Inc
✚
|
IL | 0.2 |