OSBORNE CAPITAL MANAGEMENT

OSBORNE CAPITAL MANAGEMENT of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 144394). Regulatory assets under management: $27.4M.

Registration

• CRD: 144394
• Type: Registered investment adviser
• Location: 1545 GRAND AVENUE, SAN DIEGO, CA, 92109
• Phone: 858-373-7591
• Latest filing: 2026-05-27
• Regulatory AUM: $27.4M
• Non-discretionary AUM: $27.4M
• Clients: 1
• Accounts: 91

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

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 144394 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search