|
⚲
|
| Odyssey Group LLC
✚
|
|
|---|---|
| CRD # | 336636 |
| SEC # | 801-133758 |
| CIK # | 0001626644 |
| AUM | $420.9 M (2026-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 717-553-4722 |
| Address | 22A East Roseville Road Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 76.6 |
| (b) Individuals (high net worth individuals) | 100 | 334.7 |
| (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 | 0 | 1.4 |
| (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 | 0 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 760 | 420.9 |
| By Discretionary | ||
| Discretionary | 760 | 420.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 760 | 420.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 420.9 | |
| Total | 760 | 420.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001626644] | |
| 10-Q | [0001626644] | |
| 3 | [0001626644] | |
| 4 | [0001626644] | |
| 8-K | [0001626644] | |
| D | [0001626644] | |
| SC 13D | [0001626644] | |
| SC 13G | [0001626644] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Odyssey Health Inc | Oragenics Inc | [2024-02-12] |
| Lutz Jonathan D | Odyssey Health Inc | [2023-07-28] |
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|---|---|---|
|
Stonehearth Capital Management LLC
✚
|
MA | 0.4 |
|
Gamma Asset Management LLC
✚
|
PR | 0.4 |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.4 |
|
McCarthy Asset Management Inc
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|
CA | 0.4 |
|
Forza Wealth Management LLC
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|
FL | 0.4 |
|
Fischer Investment Group Inc
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|
NY | 0.4 |
|
Front Row Advisors LLC
✚
|
CA | 0.4 |
|
Seabird Financial Corporation
✚
|
CA | 0.4 |
|
Fruth Investment Management
✚
|
TX | 0.4 |
|
Cedar Wealth Management LLC
✚
|
0.4 |