OVERSON ADVISORY GROUP

Overview

Overson Advisory Group is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients, along with small business owners. The firm delivers financial planning and discretionary portfolio management, billing clients via a percentage-of-assets model and fixed-fee arrangements. Its investment approach favors pooled public vehicles—primarily mutual funds and other public funds—rather than a portfolio built from individual equities or bespoke alternative structures. The firm does not position itself as an institutional allocator, is not active in ESG investing, and does not operate as a multi-state or pension consultant adviser. The firm maintains an insurance industry affiliation, which aligns with its documented use of annuity products alongside mutual funds. Custody and trade execution are handled predominantly through a major retail custodian, supporting the firm’s emphasis on accessible, standardized investment vehicles for retail clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices