Osborne Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Osborne Capital Management provides portfolio management and financial planning to individuals, high‑net‑worth clients and a range of institutional and nonprofit clients, reporting about $27.4 million in client assets under non‑discretionary management. Services described in the brochure include investment supervisory services, mutual fund and stock/bond asset allocation, portfolio rebalancing, and retirement planning.
The firm follows a value‑based investment approach informed by Benjamin Graham principles, using fundamental and technical analysis to select intermediate‑ to long‑term growth and income securities. Accounts are managed on a non‑discretionary basis with client approval for transactions; the firm typically charges percentage‑of‑AUM fees but also may negotiate performance‑based fee arrangements with qualified clients and has procedures to address the conflicts such arrangements can create.
Distinctive features for a solo independent adviser include the explicit reliance on non‑discretionary relationships and the use of performance‑based fees, both of which are uncommon among peers. The principal also maintains a separate, seasonal tax‑preparation practice, and the firm’s planning reports are targeted to households meeting modest income or asset thresholds while also serving institutional and charitable clients.
Client services
Expertise
Fee options
Fixed Financial Planning fees range from $50 to $500 depending on service; Planning Agreement initial fee not less than $250; total fee for Planning Report capped at $2,000 except as approved
$10,000 - $99,999: 2.0% $100,000 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000 - $1,499,999: 1.0% $1,500,000+: 0.75%
Hourly Financial Planning fees range from $100 to $250 per hour; advisor representatives set their own hourly rate schedules
Performance fee arrangements are offered to qualified clients and are subject to individualized negotiation
Account minimum: $25,000 Fee-only: Financial Planning services: fixed fees range from $50 to $500; hourly fees range from $100 to $250; total hourly or fee-for-service for Planning Report will not exceed $2,000, except as approved and disclosed
Main office
1545 Grand Avenue
San Diego CA 92109
Advisors at this office
1
Most active in
California
Also doing business as
Osborne Capital Management · Osborne, Gardner, Clark
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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