O
Overland Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Overland Advisors is a fee-based registered investment adviser that provides investment management, financial planning, and consultation services to a range of clients, including retirement plans, trusts, charitable organizations, corporations and individual investors. The firm offers ongoing portfolio management as well as project-based and hourly consultation engagements and may recommend or place clients with unaffiliated independent investment managers.
The firm’s process emphasizes client data gathering and the creation of customized investment policy statements, with portfolios managed on a discretionary or non‑discretionary basis and ongoing monitoring coordinated through qualified custodians. When independent managers are used, Overland Advisors retains an oversight role and may provide co‑management and periodic reviews tailored to each client’s stated objectives.
What distinguishes the firm from many peers is the principal’s continued, disclosed involvement in a vertically integrated real estate group and a real estate broker license, and the firm’s practice of referring clients to real estate services while reporting and managing potential conflicts. The brochure also highlights pension/401(k) consulting offered on an hourly or project basis and notes that, as of the firm’s latest disclosure, it reported no assets under management, a combination of features that is atypical among investment‑manager advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Long-term care insurance
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Fee options
$500 per financial planning module
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.40% $2,500,001 - $4,000,000: 1.25% $4,000,001 - $5,000,000: 1.15% $5,000,001+: 1.00%
$250 per hour for Financial Consultation Services
Minimum fee: $150 annual minimum management fee for portfolios under $12,000 Fee-only: Financial Planning and Consultation Services charged at $250 per hour or $500 per financial planning module, billed in arrears.
Main office location
Overland Advisors
2200 E Camelback Road, Suite 210
Phoenix AZ 85016, United States
Number of offices
1
Most active in
Overland Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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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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