# GEOFFRY H. OSHMAN, CFP

GEOFFRY H. OSHMAN, CFP is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 114278
- Type: SEC-registered investment adviser
- Phone: 713-795-4898
- Latest filing: 2026-03-11
- Regulatory AUM: $15.2M
- Discretionary AUM: $15.2M
- Clients: 1
- Accounts: 42

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114278/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114278/similar
- Related entities: https://search.stillhousedata.com/firm/114278/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114278

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.