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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
About Overson Advisory Group
Overson Advisory Group is a Mesa-based RIA. The firm has been operating for 13 years. Managing $21.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 1 advisory representatives and 131 clients, or 131 clients per representative. That equates to $165.6K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on January 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
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Owner & Executives
LEILAND DAVID OVERSON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1253784
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,485,000 | -- |
| Non-Discretionary | $215,000 | -- |
| Total | $21,700,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Overson Advisory Group has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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