Odyssey Capital

What Odyssey Capital does

Odyssey Capital Advisors, Inc. is an independent, fee-based registered investment advisory firm headquartered in Two Bala Plaza, Bala Cynwyd, Pennsylvania. The firm provides investment management, financial planning, estate planning, business consulting, and institutional money management services to high-net-worth individuals and families, C-suite executives, athletes and entertainers, and entrepreneurs across the United States. Operating as an Ensemble Firm with 7 professionals, Odyssey emphasizes trust-based, fiduciary advisory relationships under an open-architecture model with no proprietary product bias. Revenue is generated through a decreasing marginal AUM fee bracket of 0.7% to 1.25%, a one-time $3,500 financial planning fee for new clients, and insurance commissions on annuities, life, disability, and long-term care products sourced through wholesale distributor Crump.

The firm's operating stack is built entirely on third-party infrastructure rather than proprietary technology: Charles Schwab Advisor Services provides custody, trading, and practice management support; eMoney powers client financial planning; Advyzon handles reporting; and Riskalyze supplies the risk alignment framework that quantifies client risk tolerance into a numerical score. Investment research is augmented by Argus Research Company and LSA, the latter influencing over $6 billion in assets. Marketing relies on the firm's website, LinkedIn presence for the Principal and Senior Advisor, CNBC and Modern Luxury media features, and client referrals. Key team members include Principal Jason Snipe (BS Economics, Villanova), Senior Advisor Lamont A. Brown (ChFC), CAO/CCO Roxane Ureña (ex-Susquehanna International Group, joined March 2020), Investment Analyst Alex Sobkowiak (CFA Level I candidate, joined June 2024), Operations and Planning Associate Julia Hopson (joined June 2025), and Associate Wealth Advisor Gabriel Toribio (CFP candidate, joined early 2026).

The firm does not disclose AUM, revenue, or client count. It is privately held with no disclosed parent, no venture or private equity backing, and no subsidiaries. Strategic posture is that of a stable, relationship-driven boutique RIA selectively adding junior capacity rather than pursuing inorganic scale.

Name

Odyssey Capital

Legal name

Odyssey Capital Advisors, Inc.

Website

https://odysseyadvice.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

101–250 employees

Short description

Odyssey Capital Advisors is an independent, fee-based RIA in Bala Cynwyd, Pennsylvania, providing investment management, financial planning, estate planning, and institutional money management to high-net-worth individuals, C-suite executives, athletes and entertainers, and entrepreneurs across the United States.

Ownership category

akta.pro rank

Product category

Investment Advisory

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Investment advisory services
• Wealth management
• Financial planning
• Portfolio management
• Estate planning

Headquarters

HQ city

Bala Cynwyd

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Assets Under Management (AUM) Fees: Percentage-based fees charged on total assets managed. The firm uses a decreasing marginal fee bracket where the more assets managed within a household, the lower the overall fee percentage.
2. Financial Planning Fees: One-time planning fee for discovery, strategy and implementation phases during the first two months of client relationship. Fee based on time anticipated, client complexity and assets available for management.
3. Insurance Commissions: Commissions paid by insurance carriers when utilizing insurance products (annuities, life insurance, disability and long-term care) within customized risk management plans. Cost to consumers is the same whether going direct or working with an advisor.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Odyssey Capital Advisors is an independent registered investment advisory firm that provides fee-based investment management, financial planning, business consulting, estate planning, and institutional money management services. The firm delivers these services through direct advisory relationships using an Ensemble Firm team model, supported by third-party custody, risk, and research platforms. It serves individual and institutional clients under a fiduciary standard with open-architecture investment selection.

Product overview

Odyssey Capital Advisors operates as an independent investment advisory firm offering a unified suite of fee-based financial advisory services. The core product portfolio consists of Investment Management, Business Consulting, Estate Planning, and Institutional Money Management. These services work together to provide comprehensive financial planning, with Investment Management forming the primary offering while Estate Planning and Business Consulting serve as specialized advisory modules for specific client needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Fee-based investment management providing comprehensive portfolio management, asset allocation, and ongoing investment monitoring for individual and institutional clients.
• Business Consulting Strategic financial advisory services for business owners including cash flow analysis, business planning, and financial strategy development.
• Estate Planning Comprehensive estate planning services including trust setup, Charitable Remainder or Lead Trusts, and estate planning strategy to protect family financial legacies.
• Institutional Money Management Investment management services for institutional clients including endowment management, pension fund advisory, and corporate treasury services.
• Financial Planning One-time planning engagement covering discovery, strategy, and implementation phases during the first two months of a new client relationship, with a starting fee of $3,500 and sizing based on time, complexity, and assets available for management.
• Insurance Solutions Insurance product distribution spanning annuities, life insurance, disability, and long-term care delivered through customized risk management plans, with the consumer cost the same as purchasing direct.

Quantifiable outcome

• Decreasing marginal fee bracket - larger households pay lower overall fee percentage

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• Charles Schwab Advisor ServicescoreTechnology or Integration · 1 January 2018In 2018, Odyssey partnered with Charles Schwab Advisor Services, the industry's largest custodian of RIA assets. Schwab provides custodial, operational, practice management, and trading support to over 7,500 independent RIA firms. They offer secure website and mobile apps with strong risk management culture and security measures.
• RiskalyzecoreTechnology or IntegrationOdyssey Capital Advisors implemented Riskalyze, the world's first risk alignment platform that mathematically pinpoints a client's Risk Number using a Nobel Prize-winning framework. The platform quantifies risk tolerance into a number between 1-99, replacing subjective terms like 'moderately conservative' with precise risk measurement.
• Crump (Insurance)minorChannel Partner/ Reseller/ DistributorCrump is a prominent independent wholesale distributor of life insurance linking approximately 200,000 financial services professionals with products from 100+ highly rated insurance companies. Crump supports distribution of traditional and variable life, long-term care, disability and annuity products.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: Full-service independent RIA providing investment management, financial planning, estate planning, and tax services to HNW clients nationwide. Comparable to Odyssey in its fee-based, open-architecture, ensemble-style service bundle, but Creative Planning operates at significantly greater AUM scale.
• Edelman Financial Engines: Large U.S. independent RIA offering investment advisory, financial planning, and retirement plan services to individuals and HNW households. Comparable to Odyssey in fee-based advisory and HNW focus, but operates at national scale with hybrid digital-plus-advisor delivery.
• Focus Financial Partners: Partnership of independent RIAs providing wealth management, investment advisory, and related services to HNW clients. Comparable to Odyssey because both champion the independent RIA model; Focus serves as a consolidator of which Odyssey could plausibly become a member firm.
• Goldman Sachs Personal Financial Management (Ayco): Goldman Sachs division providing wealth advisory, financial planning, and estate services to high-net-worth executives and individuals. Comparable to Odyssey because both serve C-suite executives and HNW households with comprehensive fee-based advice, though Goldman operates at vastly greater scale and institutional resources.
• Mercer Advisors: One of the largest U.S. RIAs serving HNW individuals and families with comprehensive wealth management, estate planning, and investment advisory services. Comparable to Odyssey because both target HNW clients with a fee-based ensemble model, but Mercer operates at vastly greater scale ($50B+ AUM) across a national footprint.
• Mariner Wealth Advisors: National independent RIA offering investment advisory, financial planning, estate planning, and tax services to HNW individuals, families, and institutions. Comparable to Odyssey in core services and HNW focus, though Mariner operates at significantly greater AUM scale with a national footprint.

Direct peers

• Private Advisor Group: Independent RIA supporting affiliated advisors with technology, compliance, and investment resources, serving HNW clients nationwide. Comparable to Odyssey because both operate in the independent, ensemble-team RIA space for HNW individuals, though Private Advisor Group is a much larger LPL-affiliated platform.
• Beacon Pointe Advisors: Ensemble-style independent RIA providing wealth management, investment advisory, and financial planning to HNW individuals, families, and institutions. Comparable to Odyssey in multi-specialist team structure, fee-based model, and HNW/executive clientele, with comparable mid-size scale.
• Carson Group: Partnership-based RIA platform supporting independent financial advisors with coaching, technology, and back-office infrastructure. Comparable to Odyssey because both target independent advisor teams and HNW clients, though Carson is a partner-owned platform enabling scale Odyssey cannot match on its own.
• Sanctuary Wealth: Partnership platform for high-performing advisors seeking independence, providing compliance, technology, and investment resources. Comparable to Odyssey as both serve HNW clients through an ensemble team model with fiduciary, fee-based advice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Instagraminstagram.com/odysseycapitaladvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments7 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Odyssey Capital