# Osborne Capital Management

> Osborne Capital Management is a state-registered investment advisory firm in San Diego, CA, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 144394
- Filed as: OSBORNE CAPITAL MANAGEMENT
- Legal name: Osborne, Gardner, Clark
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144394
- AdvisorCensus page: https://advisorcensus.com/firm/osborne-capital-management-san-diego-ca-144394

## Quick answers

**How is Osborne Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Osborne Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Osborne Capital Management located?**
Osborne Capital Management's principal office is in San Diego, CA, according to its Form ADV.

**Is Osborne Capital Management registered with the SEC or a state?**
Osborne Capital Management is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 144394.

**How much does Osborne Capital Management manage?**
Osborne Capital Management reports $27,430,000 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (0% discretionary).

**What types of clients does Osborne Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (10).

**Does Osborne Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144394

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $27,430,000
- Discretionary: $0
- Non-discretionary: $27,430,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $13,500,000 |
| High net worth individuals | 10 | $13,930,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Osborne Capital Management (CRD 144394): Form ADV filing data as of October 2026.