Chief Compliance Officer · Osbon Capital Management, LLC
John F. Osbon
CRD 873118 · Named on Form ADV at one SEC-registered adviser
At a glance
Osbon Capital Management, LLC, an SEC-registered wealth manager based in Boston, MA with $205 million in regulatory assets, lists John F. Osbon on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Osbon Capital Management, LLCChief Compliance OfficerWealth manager · Boston, MA · $205M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jon M. OsbonManaging Member, Osbon Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.