ODYSSEY GROUP LLC
ODYSSEY GROUP LLC of LANCASTER, PA is an SEC-registered investment adviser (CRD 336636). Regulatory assets under management: $420.9M.
Registration
- CRD: 336636
- SEC file number: 801-133758
- Type: Registered investment adviser
- Location: 22A EAST ROSEVILLE ROAD, LANCASTER, PA, 17601
- Phone: 717-553-4722
- Latest filing: 2026-03-31
- Regulatory AUM: $420.9M
- Discretionary AUM: $420.9M
- Clients: 6
- Accounts: 760
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Steven Andrew Kavanaugh | CCO/MEMBER | — |
| Aaron Daniel Sherman | MEMBER | — |
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