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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- QuantumAlpha
- Established Date
- 01-01-2019
- Office Locations
- 2
Office Locations
About Overshare
Over Share is a Frisco, TX RIA led by Mike Kurz (CFP, CPWA, CIMA, CAIA) providing formal financial planning and investment management for individual investors and multi-generational families, with tax and estate strategy, charitable giving, retirement income, and hedging support. Engagements are largely over Zoom using online planning tools and an encrypted document portal. Kurz also leads nationwide advisor-education programs; custody includes Charles Schwab.
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Accredited Investors
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Owner & Executives
MICHAEL OTTO KURZ
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #3097909
- Ownership
- 75% or more
MELINDA KURZ
Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,615,971 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,615,971 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,615,971
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,783,543,788 | 60.8% |
| Cash | $1,794,653,232 | 39.2% |
| Total | $4,578,197,020 | 100.0% |