# FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A.

FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A. is an SEC-registered investment adviser.

## Registration

- CRD: 141636
- Type: SEC-registered investment adviser
- Phone: 3219724690
- Latest filing: 2026-02-24
- Regulatory AUM: $39.0M
- Non-discretionary AUM: $39.0M
- Clients: 1
- Accounts: 48

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141636/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141636/similar
- Related entities: https://search.stillhousedata.com/firm/141636/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141636

---

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.