# Overson Advisory Group

> Overson Advisory Group is a state-registered investment advisory firm in Mesa, AZ, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 165648
- Filed as: OVERSON ADVISORY GROUP
- Legal name: Overson Advisory Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mesa, AZ
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165648
- AdvisorCensus page: https://advisorcensus.com/firm/overson-advisory-group-mesa-az-165648

## Quick answers

**How is Overson Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Overson Advisory Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Overson Advisory Group located?**
Overson Advisory Group's principal office is in Mesa, AZ, according to its Form ADV.

**Is Overson Advisory Group registered with the SEC or a state?**
Overson Advisory Group is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165648.

**How much does Overson Advisory Group manage?**
Overson Advisory Group reports $21,700,000 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (99% discretionary).

**What types of clients does Overson Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (3).

**Does Overson Advisory Group 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/165648

## 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: $21,700,000
- Discretionary: $21,485,000
- Non-discretionary: $215,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $19,300,000 |
| High net worth individuals | 3 | $2,400,000 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oversonadvisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Overson Advisory Group (CRD 165648): Form ADV filing data as of October 2026.