C. O. OVERBEY, JR LLC

C. O. OVERBEY, JR LLC is an SEC-registered investment adviser (CRD 117192). Regulatory assets under management: $9.3M.

Registration

• CRD: 117192
• Type: Registered investment adviser
• Phone: 804-266-4016
• Latest filing: 2026-03-19
• Regulatory AUM: $9.3M
• Discretionary AUM: $9.3M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: 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 117192 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search