Osage Pacific Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Osage Pacific Advisors provides investment management and financial planning to individuals (including high‑net‑worth clients), trusts and estates, retirement plan participants, businesses, and private funds. Its portfolio services can include allocations to individual equities and fixed income, mutual funds, structured notes and private offerings (the latter generally limited to accredited investors).
The firm describes an approach that emphasizes overall asset allocation first and individual security selection second, using fundamental, cyclical, charting and technical analysis and generally favoring longer‑term holdings while at times employing options, short sales or margin when appropriate. Although the brochure outlines discretionary authority for implementation, Osage reported $3,207,426 in non‑discretionary assets and no discretionary assets as of December 31, 2025.
Noteworthy distinctions include an affiliation with a related investment adviser and a sponsored private vehicle (Specialty Income Advisors, LLC and Perennial Specialty Income Fund), while the firm states it does not offer those fund services to its own clients — a structural arrangement that is uncommon among peers. The firm also discloses two administrative regulatory actions for failure to register or notice‑file in Maryland and Washington (including an AWC and a $15,000 payment), a disclosure event that is rare for supported firms.
Client services
Expertise
Fee options
$0 - $249,999: 2.00% of assets $250,000 - $500,000: 1.70% of assets $500,001 - $1,000,000: 1.50% of assets $1,000,001 - $3,000,000: 1.30% of assets $3,000,000+: 1.00% of assets
Account minimum: $250,000
Main office
23272 Mill Creek Dr., Suite 200
Laguna Hills CA 92653
Advisors at this office
3
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Phillip V
CFA®, Series 63
Laguna Hills, CA
Osage Pacific Advisors, Inc.
Phillip Vigil is a CFA® charterholder with 27 years of industry experience. He has been with Osage Pacific Advisors, Inc. since 2016 and is also the managing member of Specialty Income Advisors, LLC, a hedge fund money manager. Osage Pacific Advisors provides investment management and financial planning to individuals, trusts and estates, retirement plan participants, businesses, and private funds. The firm emphasizes overall asset allocation combined with fundamental, cyclical, charting, and technical analysis, generally favoring longer-term holdings while occasionally using options, short sales, or margin.
Reva S
Series 65
Laguna Hills, CA
Osage Pacific Advisors, Inc.
Reva Sanchez is a financial advisor at Osage Pacific Advisors, Inc. in Laguna Hills, CA, with six years of industry experience. She holds a Series 65 designation and has worked at Osage Pacific Advisors since 2018. Prior to this, she spent 15 years at River Rock Real Estate. Osage Pacific Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and private funds. The firm’s investment approach focuses on asset allocation and customized, diversified portfolios, typically managing accounts on a discretionary basis while accommodating client restrictions when requested.
Robert H
Series 63, Series 65
Laguna Hills, CA
Osage Pacific Advisors, Inc.
Robert Hicks is a financial advisor with Osage Pacific Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Osage Pacific Advisors since 2017 and is also the managing member of Alternative Asset Group LLC, a non-investment-related business. Osage Pacific Advisors provides investment management and financial planning services to individuals, trusts, estates, retirement plan participants, businesses, and private funds. The firm’s approach emphasizes overall asset allocation before individual security selection, using a mix of fundamental, cyclical, charting, and technical analysis, and generally favors longer-term holdings while employing options and other strategies when appropriate.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")