SourcingSourcing

ODYSSEY GROUP LLC

C47
CRD 336636·SEC 801-133758·LANCASTER, PA
AUM
$420.9M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ODYSSEY GROUP LLC
CRD
336636
SEC file #
801-133758
EIN
—
DBA names
Odyssey Group Wealth Advisors

Economics

AUM
$420.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$388.5M → $420.9M▲ +8%
Client mix
Individuals Other145
Individuals High Net Worth100

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
LANCASTER PA
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/odysseygroupwealthadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHERMAN, AARON, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SHERMAN, AARON, DANIEL
KAVANAUGH, STEVEN, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
632
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6510348
Trust Company Affiliate
No

People (4)

4
SHERMAN, AARON, DANIEL
IAR · Direct Owner · 87.5%
6510348
KAVANAUGH, STEVEN, ANDREW
IAR · Direct Owner · 7.5%
5175672
JOSHUA ALEXANDER GROFF
IAR
6138490
Christian Pascuzzo
IAR
6302943