$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-03-1999
- Office Locations
- 1
Office Locations
-- Bonita Springs FL
About C. O. Overbey, JR LLC
C. O. Overbey, Jr LLC is a retail RIA led by Charles Owen Overbey Jr, a CFP/CPA/PFS with 40+ years in financial services. The firm provides financial and tax planning and insurance guidance for individuals, businesses, and trusts/estates, and advises organizations and government agencies. Portfolios are ETF-centric and custodied at Charles Schwab.
Team overview
-- AVG AGE
$9.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
27.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Frontier
Investment Vehicles
Optima ridge
Services
Matrix Zenith Matrix optima
Owner & Executives
C
CHARLES OWEN OVERBEY JR
Managing Member, Partner
- CRD
- #3211749
- Ownership
- 75% or more
(573) 833-5674
pathway.value@vectorcapital.com
in linkedin.com/in/north-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,339,058 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,339,058 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,339,058
Equity - Exchange:
47.2% Cash:
52.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,922,422,771 | 47.2% |
| Cash | $4,387,794,965 | 52.8% |
| Total | $8,310,217,736 | 100.0% |