# Osborne Global Investors, Inc.

> Osborne Global Investors, Inc. is a state-registered investment advisory firm in Lee'S Summit, MO, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 129128
- Filed as: OSBORNE GLOBAL INVESTORS, INC.
- Legal name: Osborne Global Investments, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lee'S Summit, MO
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129128
- AdvisorCensus page: https://advisorcensus.com/firm/osborne-global-investors-inc-lee-s-summit-mo-129128

## Quick answers

**How is Osborne Global Investors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Osborne Global Investors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Osborne Global Investors, Inc. located?**
Osborne Global Investors, Inc.'s principal office is in Lee'S Summit, MO, according to its Form ADV.

**Is Osborne Global Investors, Inc. registered with the SEC or a state?**
Osborne Global Investors, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129128.

**How much does Osborne Global Investors, Inc. manage?**
Osborne Global Investors, Inc. reports $13,109,103 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (87% discretionary).

**What types of clients does Osborne Global Investors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Osborne Global Investors, Inc. 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/129128

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,109,103
- Discretionary: $11,432,369
- Non-discretionary: $1,676,734

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $12,097,204 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,011,899 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gurufocus.com](https://gurufocus.com)
- [holmesosborne.com](https://holmesosborne.com)
- [seekingalpha.com](https://seekingalpha.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Osborne Global Investors, Inc. (CRD 129128): Form ADV filing data as of October 2026.