Fee-only adviser · Lee's Summit, MO
Osborne Global Investors, Inc.
Osborne Global Investors, Inc. is a fee-only investment adviser registered with the securities regulators of California, Missouri, with its main office in Lee's Summit, Missouri. On its latest Form ADV, filed March 25, 2026, it reports $13M in regulatory assets under management, 39 individual clients 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, Missouri |
|---|---|
| Firm CRD number | 129128 |
| Office | 210 SW Market ST. Lee's Summit, MO 64063 |
| Phone | (816) 633-4444 |
| Website | www.holmesosborne.com |
| Regulatory assets under management | $13M ($11M discretionary) |
| Individual clients | 39 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 25, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
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 Lee's Summit
- Strongbox Wealth, LLC $562M
- Oak Road Wealth Management $80M
- Your Financial Partnership $9.2M
- Black Capital Management, LLC $120M
See all 5 fee-only advisers in Lee's Summit →
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