C. O. Overbey, Jr LLC

Overview

C. O. Overbey, Jr LLC operates as a small, fee-based advisory practice focused on discretionary portfolio management for individuals and families and small businesses. The firm runs a concentrated equity-oriented mandate, preferring exchange-traded equities as the primary implementation vehicle. Its business model is simple: investment advice delivered for a percentage-of-assets fee, with custodial relationships routed through a major retail custodian. Services align with an accountant-advisor profile: investment management integrated with tax and accounting know-how, aimed at clients who want ongoing portfolio oversight rather than broad institutional solutions. The firm is not an active ESG investor, does not appear to act as a capital allocator to outside private-market managers, and is focused on single-state, owner-operated advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices