GEOFFRY H. OSHMAN, CFP

GEOFFRY H. OSHMAN, CFP is an SEC-registered investment adviser (CRD 114278). Regulatory assets under management: $15.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 114278
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114278 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search