FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A.

FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A. is an SEC-registered investment adviser (CRD 141636). Regulatory assets under management: $39.0M.

Registration

• CRD: 141636
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141636 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search