CRD: 129128
Osborne Global Investors, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-18-2004
- Office Locations
- 1
Office Locations
About Osborne Global Investors, Inc.
Osborne Global Investors, Inc. is a Lee's Summit-based RIA. The firm has been operating for 22 years. Managing $13.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 87.2% is discretionary and 12.8% is non-discretionary.
The firm reports 1 advisory representatives and 79 clients, or 79 clients per representative. That equates to $165.9K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Vehicles
- Services
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The full Osborne Global Investors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HOLMES ROSWELL OSBORNE III
Principal
- CRD
- #3113440
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,432,369 | -- |
| Non-Discretionary | $1,676,734 | -- |
| Total | $13,109,103 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Osborne Global Investors, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.