This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Raymond James · Wilmington Trust
- Clients
- Retail and Institutional
- Platforms
- BridgeMeridian meridian
- Established Date
- 05-21-2024
- Office Locations
- 1
Office Locations
About Osprey Private Wealth LLC
Osprey Private Wealth is an independent, SEC-registered RIA founded in 2024 serving multigenerational families, wealth creators and inheritors, trusts and private foundations. The firm provides high-touch wealth and investment management with tax and estate planning coordination, including philanthropic and special-needs considerations. Portfolios are built security-by-security using fundamental research, bond ladders, and selective ETF/active fund integration.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARIETTE LOUISE GRAEME CAMPBELL
PARTNER, SR. WEALTH ADVISOR
- CRD
- #3139675
- Ownership
- 50% but less than 75%
JOHN GRAY YOUNGMAN
Chief Compliance Officer, Chief Executive Officer, Private Wealth Advisor
- CRD
- #2160024
- Ownership
- 50% but less than 75%
Matrix north
Radial ember
- CRD
- #91244
- Ownership
- 29.2%
Showing 2 of 3 owners & executives
Unlock allContacts
JOHN SCOTT ROSCOE
--
- CRD
- #1785868
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $448,377,625 | $3,615,949 |
| Non-Discretionary | $0 | -- |
| Total | $448,377,625 | $3,615,949 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $448,377,625
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $843,835,466 | 18.1% |
| U.S. Government/Agency | $1,081,601,260 | 23.2% |
| Cash | $1,081,601,260 | 23.2% |
| Corporate - Investment Grade | $1,151,532,376 | 24.7% |
| Public Funds | $503,504,036 | 10.8% |
| Total | $4,662,074,398 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER OAK PIONEER | VERTEX RADIAL | JCJBGBQ3M | SQQLM | 3.99% | $52,134,265 |
| SUMMIT EMBER VALUE | OPTIMA FRONTIER | BF5GQLWDA | ACM | 2.02% | $100,483,939 |
| NORTH PATHWAY RADIAL | FOUNDATION RIDGE | WQTW26HFN | NNI | 2.37% | $11,557,075 |
| EAGLE TIMBER MATRIX | CAPITAL PEAK | D0A9YES5I | TML | 11.14% | $116,101,350 |
| MATRIX LEGACY | FOCUS EAGLE | 5NDRPF0KN | OLB | 10.89% | $118,373,423 |
| UNISON ATLAS PIONEER | BRIDGE MATRIX | G2FG93DVN | PKWDK | 0.87% | $47,986,980 |
| CREST INSIGHT PIONEER | ZENITH SUMMIT | H05IESTWO | PTIA | 5.90% | $92,760,231 |
| PIONEER WAVE BEACON | INSIGHT FOCUS | S4NVC3FWB | XBZ | 8.93% | $9,661,558 |