This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-03-2021
- Office Locations
- 1
Office Locations
About Osgood Capital Management, Inc.
Osgood & Associates P.C. delivers holistic tax planning, compliance, and preparation for individuals and businesses with complex situations, supported by a team of CPAs, CFPs, and CPA/PFS specialists. The affiliated advisory practice, Osgood Capital Management, provides financial planning and asset management, with SMA portfolios primarily using ETFs and U.S. government/agency bonds (custodied via firms such as Fidelity/NFS and Pershing).
Reported data analysis
What the numbers show
Of the latest reported AUM, 83.3% is discretionary and 16.7% is non-discretionary.
The firm reports 1 advisory representatives and 118 clients, or 118 clients per representative. That equates to $408.4K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Osgood Capital Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Osgood Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Michael Wayne Osgood
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4481251
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,135,374 | -- |
| Non-Discretionary | $8,057,016 | -- |
| Total | $48,192,390 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Osgood Capital Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.