Gardner Osborne
Osborne Capital Management · San Diego, California
Gardner Osborne is a fee-only financial advisor at Osborne Capital Management in San Diego, California. Osborne Capital Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Osborne Capital Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $27.4M across 91 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5124102 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Gardner's firm compares
- Osborne Capital Management's average account is about $301,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Gardner
Is Gardner Osborne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gardner holds no broker registration, and Osborne Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gardner charge for financial advice?
Gardner's firm, Osborne Capital Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Gardner Osborne based?
Gardner Osborne is based in San Diego, California.
Is Gardner Osborne registered with the SEC?
Yes. Gardner Osborne is registered as an investment adviser representative in CA (CRD 5124102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Osborne Capital Management manage?
Osborne Capital Management reports $27.4M across 91 accounts in assets under management.
How do I contact Gardner Osborne?
Contact details aren't on file yet. Search for Osborne Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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