OVERSON ADVISORY GROUP

OVERSON ADVISORY GROUP of MESA, AZ is an SEC-registered investment adviser (CRD 165648). Regulatory assets under management: $21.7M.

Registration

• CRD: 165648
• Type: Registered investment adviser
• Location: 2500 SOUTH POWER ROAD, MESA, AZ, 85209
• Phone: 480-776-3550
• Latest filing: 2026-01-19
• Regulatory AUM: $21.7M
• Discretionary AUM: $21.5M
• Non-discretionary AUM: $215K
• Clients: 3
• Accounts: 131

Business model

Compensation: % of AUM, 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 165648 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search