# OVERSON ADVISORY GROUP

OVERSON ADVISORY GROUP of MESA, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 165648
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165648/similar
- Related entities: https://search.stillhousedata.com/firm/165648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165648

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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.