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Osgood Capital
Osgood Capital is a state-registered investment adviser in Spring, TX. The firm manages $48 million in assets, with $40 million managed on a discretionary...
Osgood Capital
Osgood Capital is a state-registered investment adviser in Spring, TX. The firm manages $48 million in assets, with $40 million managed on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Private Equity
Year founded
2008
Location
Region
North America
Country
United States
City
Spring
Corporate office
400 Randal Way, Suite 300, Spring, TX 77388
Principals
Michael W. Osgood
Principal
Frequently asked questions
Who makes the key decisions at Osgood & Associates?
The firm is led by its principal, Michael W. Osgood, who holds the CPA, CFP, and CPA/PFS designations. Senior tax professionals Laura L. Burks (Senior Tax Manager) and Katie Marlow (Tax Specialist) support client delivery. The firm’s website emphasizes a team-based approach where multiple specialists contribute to each client engagement rather than a single decision-maker.
Does Osgood & Associates manage outside capital or make direct investments?
No. All of the firm's publicly available materials describe a professional services practice that generates revenue from tax and financial planning fees. It does not disclose any assets under management, investment partnerships, SPVs, or direct portfolio holdings. The Altss research record classifies the entity as an asset manager, but no data supports an active investment mandate.
What geographies does Osgood & Associates serve?
The firm describes its client base as global, though it operates from a single office in Spring, Texas. It does not publish a list of specific countries or regions where it maintains tax filing capabilities. Its North Houston location serves as the sole physical point of contact.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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