RIA Intel›Advisers›Arizona›OVERSON ADVISORY GROUP LLC

OVERSON ADVISORY GROUP LLC

Advisory

MESA, AZ

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

Average account

$166K

across 131 accounts

AUM per adviser

$22M

1 advisers

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

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$22M

Discretionary AUM$21M

Non-Discretionary AUM$215K

Discretionary %99%

Total Clients131

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

131 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

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

MODERN WEALTH LLC

$22M

$22M

PRISM CAPITAL ADVISORS, LLC

$22M

RK RETIREMENT SOLUTIONS LLC

$22M

EPL INVESTMENT ADVISORY LLC

$22M

NERGARD WEALTH MANAGEMENT, LLC

$21M

Get the full picture on OVERSON ADVISORY GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track OVERSON ADVISORY GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans