Julia Lauren Hopson
Investment adviser representative at Odyssey Capital Advisors Inc.
10 yearsExperience
1 stateRegistered in
$189.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Corepower YogaSep 2025 to now
- Odyssey Capital Advisors Inc.Jun 2025 to now
- Pitcairn Trust CompanyJun 2024 to Aug 2024
- Odyssey Capital Advisors Inc.Jun 2023 to May 2024
- Village Brewing CoJun 2022 to Aug 2022
- Temple UniversityAug 2021 to May 2025
- Bagel BarnMay 2019 to Aug 2021
- High SchoolMar 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Odyssey Capital Advisors Inc.
$189.2MAssets managed
259Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8235629
- Firm CRD
- 299034