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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-27-2018
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between April 21, 2025 and May 21, 2026, reported AUM increased 31.0%, from $144.4M to $189.2M.
Across 3 reported observations, AUM increased 55.0% between August 26, 2024 and May 21, 2026, from $122.1M to $189.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 265 clients, or 66.3 clients per representative. That equates to $713.8K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on May 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Odyssey Capital Advisors Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON A SNIPE
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #4685949
- Ownership
- 75% or more
ROXANE SNIPE
COMPLIANCE OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LAMONT A. BROWN
Partner
- CRD
- #4311857
Julia Lauren Hopson
Operations and Planning Associate
- CRD
- #8235629
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Odyssey Capital Advisors Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Odyssey Capital Advisors Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.