Odyssey Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Odyssey Group reports 245 clients. They include 145 individual clients and 100 high-net-worth individuals. Of its assets, 100.0% ($421M across 760 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 18% |
| High-net-worth individuals | 41% | 80% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 145 | $76.6M | 18.2% | $528K |
| High-net-worth individuals | 100 | $335M | 79.5% | $3.35M |
| Charitable organizations | Fewer than 5 | $1.4M | 0.3% | — |
| Corporations and other businesses | Fewer than 5 | $8.2M | 1.9% | — |
| Total | 245 | $421M | 100% | — |
- Clients
- 145
- Regulatory AUM
- $76.6M
- AUM share
- 18.2%
- Avg. per client
- $528K
- Clients
- 100
- Regulatory AUM
- $335M
- AUM share
- 79.5%
- Avg. per client
- $3.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.4M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8.2M
- AUM share
- 1.9%
- Avg. per client
- —
Total
- Clients
- 245
- Regulatory AUM
- $421M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Odyssey Group charges 0.40%–1.00% a year for its Investment management services. The fee is negotiable.
Fee details and sources
Aaron Sherman owns 75% or more of Odyssey Group. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Odyssey Group LLC
Aaron Sherman
Control person · since May 2025
- Owns 5% to 10% of Odyssey Group LLC
Steven Kavanaugh
Control person · since May 2025
Odyssey Group’s regulatory assets grew Infinity× from $0 (June 2025) to $421M (March 2026); employees rose from 1 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $421M | 245 | 6 | 1 |
| Jun 2025June 2025 | $0 | 0 | 1 | 1 |
Besides its headquarters, Odyssey Group has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 22a East Roseville Road, LancasterHQ
Contact and registration details
- Legal name
- Odyssey Group LLC
- Headquarters
- 22a East Roseville Road, Lancaster, PA 17601
- Website
- odysseygroup.com
- Phone
- 717-553-4722
- @odyssey-group-wealth-advisors
- SEC file
- 801-133758
- Founded
- 2025
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Odyssey Group’s named custodian for separately managed accounts is Altruist ($414M). Odyssey Group does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $414M100%
At year end, Odyssey Group’s separately managed accounts were mostly in funds (96%). Its reported 13F holdings for the quarter ended 30 June 2026 total $369M across 61 positions; the largest are Wisdomtree TR (6.5%), SPDR Index Shs Fds (6.2%) and iShares TR (6.1%).
What the accounts hold
- Stocks3%
- Funds96%
- Registered funds95%
- Pooled vehicles1%
- Cash1%
How many clients does Odyssey Group have?
Odyssey Group has 245 clients and manages $421 million for them, as of March 2026. They include 145 individual clients and 100 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Odyssey Group offer?
Odyssey Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Odyssey Group charge?
Odyssey Group charges 0.40%–1.00% a year for its Investment management services. The fee is negotiable.
Which custodians does Odyssey Group use?
Odyssey Group’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $414M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Odyssey Group have?
Odyssey Group has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Odyssey Group invest in?
At the end of its last fiscal year, Odyssey Group’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Odyssey Group?
Odyssey Group’s direct owners are Steven Kavanaugh (5% to 10%) and Aaron Sherman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Odyssey Group get paid?
Odyssey Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Odyssey Group?
Odyssey Group’s main office is at 22a East Roseville Road, Lancaster, PA 17601. Its phone number is 717-553-4722. Its website is odysseygroup.com.
