$189.2M Total AUM
$189.2M Disc. AUM
-- 3Y CAGR
5 Employees
265 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon northOptima wave +more
- Established Date
- 12-27-2018
- Office Locations
- 1
Office Locations
2 Bala Plaza Suite 515 Bala Cynwyd PA
About Odyssey Capital Advisors Inc.
Odyssey Capital Advisors is an independent, fee-based RIA providing investment management and financial planning for institutions, corporate executives, and small business owners nationwide. Portfolios are primarily ETF-based, with broader allocations across public funds and cash as needed. Custodies assets at Charles Schwab & Co.
Team overview
43 AVG AGE
$47.3M AVG AUM / ADVISOR
$713.8K AVG AUM / CLIENT
3.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vector capital Radial foundation North Pathway Harbor frontier Frontier
Client Personas
Pathway Harbor
Custodian
Foundation Fusion beacon Value ridge Glacier bridge Horizon
Investment Themes
Atlas wave Oak element Ridge eagle Foundation Foundation
Investment Vehicles
Pathway
Platform
Ember Insight focus
Services
Bridge quantum Delta fusion Bridge prime Ember element Capital Bridge delta Summit beacon Frontier glacier Matrix timber
Technology
Prime Peak Ember
Owner & Executives
JASON A SNIPE
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #4685949
- Ownership
- 75% or more
(272) 873-4337
matrix.prime@matrixcapital.com
in linkedin.com/in/crest-unison
R
ROXANE SNIPE
COMPLIANCE OFFICER
- CRD
- --
- Ownership
- Less than 5%
(570) 917-3815
ember.value@vectorcapital.com
in linkedin.com/in/unison-pioneer
Showing 2 of 2 owners & executives
Unlock allContacts
LAMONT A. BROWN
Partner
- CRD
- #4311857
(475) 750-3453
radial.peak@momentumcapital.com
in linkedin.com/in/focus-vector
J
Julia Lauren Hopson
--
- CRD
- #8235629
(948) 241-3886
radial.wave@meridiancapital.com
in linkedin.com/in/north-matrix
P
Peak unison
Ember legacy
- CRD
- #39153
(773) 763-4358
north.meridian@eaglecapital.com
in linkedin.com/in/glacier-oak
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,163,900 | $294,648 |
| Non-Discretionary | $0 | -- |
| Total | $189,163,900 | $294,648 |
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Separately Managed Accounts
Total SMA Asset: $189,163,900
Equity - Exchange:
31.9% Public Funds:
21.8% Cash:
25.1% Municipal Bonds:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,299,622,080 | 31.9% |
| Public Funds | $888,142,989 | 21.8% |
| Cash | $1,022,586,652 | 25.1% |
| Municipal Bonds | $863,698,686 | 21.2% |
| Total | $4,074,050,407 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX BEACON VERTEX | BEACON MOMENTUM | 6WP35JSK0 | IPJSB | 11.26% | $25,370,533 |
| VALUE OPTIMA INSIGHT | PEAK VALUE | 1CR631MLQ | CRHGQ | 6.04% | $16,404,419 |
| VERTEX FRONTIER UNISON | DELTA SIGNAL | BJKUXKEV6 | CRBUU | 0.99% | $105,786,810 |
| RADIAL EMBER | EAGLE ATLAS | ZH1DN3U6O | MJIRI | 11.22% | $113,830,410 |
| ALPHA VALUE HORIZON | BEACON SUMMIT | MI7795PMK | AIX | 5.13% | $98,141,666 |
| CATALYST QUANTUM OAK | HARBOR PRIME | KQ7JWOZ8J | CKV | 11.31% | $54,225,601 |
| GLACIER HARBOR | HARBOR UNISON | GKGR9Y309 | EYK | 1.24% | $27,464,904 |
| INSIGHT CREST | PRIME PEAK | CD2HNLZ47 | WVIME | 6.73% | $15,982,131 |