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OSBON CAPITAL MANAGEMENT, LLC
CRD 134731File 801-113245
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$205.3M
Below cohort median (national)
Discretionary AUM
$187.4M
Non-discretionary $17.9M
Clients
57
240 accounts
Employees
3
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 17, 2018
- Principal office
- 75 STATE STREET, SUITE 100, BOSTON, MA, 02109
- Phone
- 617-217-2772
- Website
- HTTP://WWW.OSBONCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $205.3M
- Discretionary AUM
- $187.4M
- Non-discretionary AUM
- $17.9M
- Discretionary accounts
- 236
- Non-discretionary accounts
- 4
- Total accounts
- 240
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $201.4M |
| Pooled investment vehicles | 2 | $3.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 68 | 57 | decreased by11 |
| Apr 1, 2026 | AUM | $181,515,765 | $205,298,967 | increased by$23,783,202 |
| Apr 1, 2026 | Accounts | 238 | 240 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 76 | 68 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $151,283,432 | $181,515,765 | increased by$30,232,333 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 254 | 238 | decreased by16 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 70 | 76 | increased by6 |
| Apr 1, 2022 | AUM | $153,066,441 | $151,283,432 | decreased by$1,783,009 |
| Apr 1, 2022 | Accounts | 217 | 254 | increased by37 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OSBON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OSBON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.