Odyssey Group LLC
● SEC registered since 2025CRD 336636SEC# 801-133758Lancaster, PA
Reg. AUM
$420.9M
Employees
6
Accounts
760
Location
Lancaster, PA
Odyssey Group LLC assets under management
Odyssey Group LLC is an SEC-registered investment adviser based in Lancaster, PA. The firm has been registered since 2025. It reports $420.9 million in regulatory assets under management and employs 6 people.
Odyssey Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Daniel Sherman Control | Member | Over 75% | 2025 |
| Steven Andrew Kavanaugh Control | Cco/Member | 5-10% | 2025 |
Frequently asked questions
How much does Odyssey Group LLC manage?
Odyssey Group LLC reports $420.9 million in regulatory assets under management on its Form ADV.
How many employees does Odyssey Group LLC have?
Odyssey Group LLC reports 6 employees.
Where is Odyssey Group LLC located?
Odyssey Group LLC is based in Lancaster, PA and has been SEC-registered since 2025.
Does Odyssey Group LLC disclose fund performance?
Odyssey Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22a East Roseville Road, Lancaster, PA 17601 |
| Phone | 717-553-4722 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$420.9M▲ 8%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$420.9Mregulatory AUM
Discretionary $420.9M