OVERSHARE

OVERSHARE is an SEC-registered investment adviser (CRD 300372). Regulatory assets under management: $2.6M.

Registration

• CRD: 300372
• Type: Registered investment adviser
• Phone: 469-777-6559
• Latest filing: 2026-03-30
• Regulatory AUM: $2.6M
• Discretionary AUM: $2.6M
• Clients: 2
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300372 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search