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- Custodian
- Fidelity/NFS · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Insight insightOak atlas
- 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).
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Owner & Executives
Michael Wayne Osgood
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4481251
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,135,374 | -- |
| Non-Discretionary | $8,057,016 | -- |
| Total | $48,192,390 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,206,326
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $480,046,549 | 22.5% |
| U.S. Government/Agency | $923,822,915 | 43.3% |
| Cash | $729,670,755 | 34.2% |
| Total | $2,133,540,219 | 100.0% |