Overson Advisory Group

Overview

Overson Advisory Group is an independent, individual-owned registered investment adviser operating as an LLC that serves private individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via a percentage-of-AUM model and fixed fees. It is not positioned as a multi-state or pension consultant, does not identify as an active ESG investor, and is not described as a capital allocator or related adviser. The firm lists an insurance-company industry affiliation, which aligns with its use of annuities in client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives