O
Osborne Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,320,100
Clients
91
11% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
91
Very HighAverage account size
$322,199
About
Osborne Capital Management provides investment supervisory services and financial planning to individual and high‑net‑worth clients, and also accepts a range of institutional account types such as pension plans, foundations, and endowments. The firm offers non‑discretionary portfolio management, model allocation guidance, and periodic planning reports, and operates a separate tax preparation practice that is offered independently of its advisory services.
The firm’s investment approach emphasizes value‑based investing with a focus on growth and income securities, using fundamental and technical analysis and intermediate‑to‑long‑term holding periods. Accounts are managed on a non‑discretionary basis, and the firm may negotiate performance‑based fee arrangements with qualified clients while maintaining procedures intended to mitigate related conflicts of interest.
Compared with many independent advisers, Osborne Capital Management’s combination of primarily non‑discretionary assets and the use of performance‑based fees is uncommon and is accompanied by policies addressing allocation and fairness. The firm does not take custody of client assets or vote proxies, instead relying on qualified custodians for reporting, and supplements advisory services with a separately operated tax practice.
Client services
Financial planning
Portfolio management
Expertise
Debt management
Cash flow / budgeting
Fee options
Fixed fees for financial planning services range from $50 to $500; Planning Report fee minimum $250, total fee not to exceed $2,000 except as approved.
$10,000 - $99,999: 2.0% $100,000 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000 - $1,499,999: 1.0% $1,500,000+: 0.75%
Hourly fees range from $100 to $250 for financial planning services.
Performance-based fees negotiated individually with qualified clients; subject to regulatory exemptions and potential conflicts of interest.
Account minimum: $25,000 (recommended minimum account size) Fee-only: Financial Planning services billed on hourly or fixed fee basis; Fixed fees range from $50 to $500; Hourly fees range from $100 to $250; Planning Report fees from $250 up to $2,000 maximum.
Main office location
Osborne Capital Management
1545 Grand Avenue
San Diego CA 92109, United States
Number of offices
1
Most active in
Osborne Capital Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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