RIA Intel›Advisers›Florida›C. O. OVERBEY, JR LLC

C. O. OVERBEY, JR LLC

Advisory

FL

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in FL
#2,209
of 2,610 advisers by AUM
Average account
$778K
across 12 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$9M
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

VESTWYZE, LLC
ORLANDO, FL
$9M
GOALFOCUS FINANCIAL, LLC
AVENTURA, FL
$9M
KELLY & ASSOCIATES, LLC
$9M
ALLEGIANT FINANCIAL ADVISORS, LLC
MIAMI BEACH, FL
$9M
SILVER KING ASSET MANAGEMENT, LLC
$9M
INVESTMENT MANAGEMENT SERVICES GROUP, LLC
MELBOURNE, FL
$9M

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