Fee-only adviser · Laguna Hills, CA
Osage Pacific Advisors, Inc.
Osage Pacific Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of California, with its main office in Laguna Hills, California. On its latest Form ADV, filed June 10, 2026, it reports $3.2M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 284257 |
| Office | 23272 Mill Creek DR. Suite 200 Laguna Hills, CA 92653 |
| Phone | (949) 892-0151 |
| Website | www.osagepacific.com |
| Regulatory assets under management | $3.2M |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | June 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Laguna Hills
- Towneley Capital Management, Inc. $1.1B
- Advisors on Call $48M
- Skorheim Wealth Management, LLC $71M
- Avalon Financial Advisors $4.1M
- Pacific Park Financial, Inc. $222M
- Vere Chappell Not reported
See all 7 fee-only advisers in Laguna Hills →
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