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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ODYSSEY CAPITAL ADVISORS INC.

CRD 299034

BALA CYNWYD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c80fa453-f9e8-3313-e73d-834a7a006f41

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Jun 6, 2024 to May 21, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $189MItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $189M
Private client RAUM: $175MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $37.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 642
Individual clients: 205
High net worth clients: 47
Custody, client assets: $9.3M
SEC number: 801-130634
CIK: 2104872
CRD: 299034
Filings on the tape: 6
First filed: Jun 6, 2024
Latest filed: May 21, 2026
Organised: Corporation, PA
Website: odysseyadvice.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAMONT A. BROWN	Chartered Financial Consultant	BALA CYNWYD, PA	7	25	5	no
JASON A SNIPE	n/a	BALA CYNWYD, PA	7	22	3	no
Alexander James Sobkowiak	n/a	BALA CYNWYD, PA	1	12	n/a	no
Julia Lauren Hopson	n/a	BALA CYNWYD, PA	0	10	n/a	no
Gabriel Sebastian Toribio	n/a	BALA CYNWYD, PA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SNIPE, JASON, A	PRESIDENT/PRINCIPAL/CHIEF COMPLIANCE OFFICER	E	yes	10/2018	Jun 6, 2024	Aug 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$189M	$189M	5	4	0	n/a	n/a
2024	Apr 21, 2025	$144M	$140M	4	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$189M	$144M	31.0%	n/a	n/a	5	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KESTRA ADVISORY SERVICES, LLC	3	Dec 26, 2018	Dec 27, 2018	BALA CYNWYD, PA	Team lift out	Ibd to RIA	0.3%

Relationships

Registered with (7)

← Gabriel Sebastian ToribioAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← Julia Lauren HopsonAdvisorregistration: current employment
Apr 9, 2026 to presentfactForm ADV
← Alexander James SobkowiakAdvisorregistration: current employment
Sep 24, 2024 to presentfactForm ADV
← LAMONT A. BROWNAdvisorregistration: current employment
Dec 27, 2018 to presentfactForm ADV
← JASON A SNIPEAdvisorregistration: current employment
Dec 27, 2018 to presentfactForm ADV
← ANTHONY MARK LUCIDONIOAdvisorregistration: previous registration
Dec 27, 2018 to Dec 16, 2022factForm ADV
← Isaac Douglas JonesAdvisorregistration: previous registration
Mar 27, 2020 to Oct 21, 2022factForm ADV

Controls (1)

← SNIPE, JASON, AOwnerPRESIDENT/PRINCIPAL/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 6, 2024 to Aug 26, 2024factForm ADV

Moved with (1)

← KESTRA ADVISORY SERVICES, LLCRegistered adviser3 advisors, team lift out, same day
Dec 26, 2018 to Dec 27, 2018factForm ADV

Dated events

Occurred
Jun 6, 2024
First Form ADV filing
Odyssey Capital Advisors Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
Dec 16, 2022
Advisor changed firm
Anthony Mark Lucidonio left Odyssey Capital Advisors Inc. for Mml Investors Services, Llc (registered 2024-01-11)
Form ADVobserved 4 days ago
Occurred
Oct 21, 2022
Advisor changed firm
Isaac Douglas Jones left Odyssey Capital Advisors Inc. for Pine Valley Investments (registered 2022-12-21)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c80fa453-f9e8-3313-e73d-834a7a006f41
First observed: Jun 6, 2024
Last observed: May 21, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ODYSSEY CAPITAL ADVISORS INC.

CRD 299034

BALA CYNWYD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c80fa453-f9e8-3313-e73d-834a7a006f41

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAMONT A. BROWN

Chartered Financial Consultant

BALA CYNWYD, PA

JASON A SNIPE

n/a

BALA CYNWYD, PA

Alexander James Sobkowiak

n/a

BALA CYNWYD, PA

n/a

Julia Lauren Hopson

n/a

BALA CYNWYD, PA

n/a

Gabriel Sebastian Toribio

n/a

BALA CYNWYD, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SNIPE, JASON, A

PRESIDENT/PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

10/2018

Jun 6, 2024

Aug 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$189M

n/a

2024

Apr 21, 2025

$144M

$140M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$189M

$144M

31.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KESTRA ADVISORY SERVICES, LLC

Dec 26, 2018

Dec 27, 2018

BALA CYNWYD, PA

Team lift out

Ibd to RIA

0.3%