OSBORNE CAPITAL MANAGEMENT
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 144394
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI50.78%
- Individuals49.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Osborne Capital Management operates as an independent, sole-proprietor RIA serving individuals and families. The firm focuses on financial planning and portfolio management for individual clients and small businesses. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed, and performance-based fees. The adviser is not positioned as a multi-state or pension consultant, does not self-identify as an active ESG investor, and does not act as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds20%
- US Government Bonds10%
- Cash & Cash Equivalents10%
- State & Local Bonds5%
Contacts
1 of 1GARDNER OSBORNE
Enrolled AgentCRD 5124102
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 1545 Grand Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
HERGES CAPITAL MANAGEMENT
RIASAN DIEGO, CA
CORLETT FINANCIAL, INC.
RIASAN DIEGO, CA
PATHLIGHT WEALTH MANAGEMENT
RIASAN DIEGO, CA
NEXT GEN FINANCIAL PLANNING
RIASAN DIEGO, CA
MARGO PARK FINANCIAL
RIASAN DIEGO, CA
HIGHLANDS WEALTH ADVISORS, LLC
RIASAN DIEGO, CA