Osgood Capital

Neither. The entity operating under the Osgood name is Osgood & Associates P.C., a certified public accounting firm founded in 2001. It provides tax preparation, tax planning, and financial planning services on a fee-for-service basis and does not manage investment portfolios or deploy capital as a principal. The public record contains no evidence of a separate Osgood Capital investment vehicle or single-family office.

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.

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.

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.

No affiliated entities appear in the firm's published materials or the Altss research record. The practice is structured as a professional corporation providing accounting and advisory services, with no disclosed connection to a family office, foundation, or donor-advised fund.