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Odyssey Capital Advisors Inc.

Updated today

Client AUM

$174,712,966

Clients

252

Advisors

5

of 5 employees

About

Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), corporations, and employee benefit plans. The firm offers ongoing portfolio monitoring and may select or recommend sub‑advisors or third‑party managers to implement client strategies.

Odyssey tailors investment programs to clients’ stated goals and risk tolerances and uses fundamental analysis alongside a range of strategies (including long‑term holdings, trading, option strategies, and derivatives) when appropriate. The firm also monitors recommended TPMs, acts as a liaison to those managers, and documents client objectives and restrictions in client files.

Several operational features distinguish the firm: it holds no‑cost public and participant educational seminars and workshops, is licensed to offer fixed insurance products (disclosing that insurance sales may generate commissions), and discloses the use of securities‑backed lines of credit and margin borrowing in client accounts. Odyssey also discloses that it receives portions of fees from certain third‑party managers and describes procedures and client disclosures intended to address the resulting conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies

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Fee options

Fixed

Financial Planning Services: $3,500 to $15,000 or flat project fee

Percentage

$0 - $100,000: 1.25% annually $100,000 - $600,000: 1.15% annually $600,000 - $5,600,000: 1.00% annually $5,600,000+: 0.70% annually

Project-based

Up to $750/hour

Other

Account minimum: $500,000

Main office

2 Bala Plaza, Suite 515

Bala Cynwyd PA 19004

Advisors at this office

5

Most active in

California · Delaware · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maryland · New Jersey · New York · Pennsylvania · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alexander S

Series 65

Bala Cynwyd, PA

Odyssey Capital Advisors Inc.

Alexander Sobkowiak is a financial advisor at Odyssey Capital Advisors Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at PGIM, Inc. and Temple University. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm tailors investment programs to clients’ goals and risk tolerances, employing a variety of strategies including fundamental analysis, long-term holdings, trading, and options.

Options & derivatives strategies
user avatar

Gabriel T

Series 65

Bala Cynwyd, PA

Odyssey Capital Advisors Inc.

Gabriel Toribio is a financial advisor with Odyssey Capital Advisors Inc. He holds a Series 65 designation and has been with Odyssey since 2026. Prior to joining the firm, he worked at PepsiCo from 2022 to 2026 and has experience at several other employers including Penn State University and Ollies Bargain Outlet. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm uses fundamental analysis and a variety of investment strategies tailored to client goals and risk tolerances, and also offers educational seminars and fixed insurance products.

Options & derivatives strategies
user avatar

Jason S

Series 63, Series 65

Bala Cynwyd, PA

Odyssey Capital Advisors Inc.

Jason Snipe is a financial advisor at Odyssey Capital Advisors Inc. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kestra Financial Services, Inc. and Saxony Securities, Inc. Outside of his advisory role, he serves as Co-Vice Chairman of La Salle Academy, a college-preparatory high school in New York City, and contributes to CNBC as an independent contractor discussing investment analysis. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm uses fundamental analysis and a variety of investment strategies, tailoring programs to client goals and risk tolerances while offering ongoing portfolio monitoring and coordination with third-party managers.

Options & derivatives strategies
user avatar

Lamont B

ChFC®, Series 63, Series 66

Bala Cynwyd, PA

Odyssey Capital Advisors Inc.

Lamont Brown is a financial advisor at Odyssey Capital Advisors Inc. with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Saxony Securities and Kestra Advisory Services, among others. Outside of advising, he is involved with Lankenau Holdings, LLC, a real estate investment company. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment strategies based on clients’ goals and risk tolerances, employing various approaches including long-term holdings, trading, and option strategies.

Options & derivatives strategies
user avatar

Julia H

Series 65

Bala Cynwyd, PA

Odyssey Capital Advisors Inc.

Julia Hopson is an advisor at Odyssey Capital Advisors Inc. with a Series 65 designation and one year of industry experience. Prior to joining Odyssey, she held roles at Pitcairn Trust Company and has experience working in other sectors including fitness at CorePower Yoga and hospitality at Village Brewing Co. Additionally, she has been involved with Temple University over multiple years. Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm customizes investment programs using fundamental analysis and a range of strategies while offering ongoing portfolio monitoring and coordinating with third-party managers.

Options & derivatives strategies
View complete list of advisors at this firm
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