{"url":"https://nivawealth.com/firms/odyssey-group-336636","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/336636","regulatoryAum":420889484,"crd":"336636","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6138490","suffix":null,"lastName":"GROFF","firstName":"JOSHUA","middleName":"ALEXANDER"},{"crd":"5175672","suffix":"II","lastName":"KAVANAUGH","firstName":"STEVEN","middleName":"ANDREW"},{"crd":"6302943","suffix":null,"lastName":"Pascuzzo","firstName":"Christian","middleName":null},{"crd":"6510348","suffix":null,"lastName":"SHERMAN","firstName":"AARON","middleName":"DANIEL"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-06-30","regulatoryAum":0,"clients":0,"employees":1,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":420889484,"clients":245,"employees":6,"offices":1}],"secFileNumber":"801-133758","legalName":"Odyssey Group 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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Odyssey Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Odyssey Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Odyssey Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Odyssey Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Odyssey Group?","answer":"Odyssey Group’s main office is at 22a East Roseville Road, Lancaster, PA 17601. Its phone number is 717-553-4722. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}