OVERSON ADVISORY GROUP

Oversons Advisory Group is an SEC-registered investment adviser in Mesa, AZ. It manages $22 million in assets, $21 million on a discretionary basis.

OVERSON ADVISORY GROUP

Oversons Advisory Group is an SEC-registered investment adviser in Mesa, AZ. It manages $22 million in assets, $21 million on a discretionary basis. The firm has 3 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

What services does Overson Advisory Group provide?

Overson Advisory Group offers investment management, estate planning, and tax strategy services. The firm's primary focus is advising family offices and high-net-worth clients on preserving and growing their wealth.

Is Overson Advisory Group a single family office or multi-family office?

Public information suggests Overson Advisory Group operates as a multi-family office advisory firm. The firm's client base includes multiple family offices and wealthy individuals, indicating a multi-client structure.

What investment strategies does Overson Advisory Group employ?

The firm likely uses a diversified approach spanning public equities, fixed income, private equity, and real estate. Detailed strategy information is not publicly available.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.