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David Walter Osborne

President and Founder of Osborne Advisors Wealth Management ( now OA Capital )

About Me

David Walter Osborne is the President and Founder of Osborne Advisors Wealth Management ( now OA Capital ). David Walter Osborne is a seasoned independent financial advisor that manages families, entrepreneurs, corporations and sports professionals. Prior to founding his firm in 1999, David Walter Osborne was a Financial Advisor with Morgan Stanley in New York and Dallas focusing on financial, retirement and college planning as well as strategic equity and income investing. During that time Osborne developed deep client relationships and a passion for helping clients think long-term about their investing and risk management strategy. The desire to focus on the best results and best portfolio for each client led David Walter Osborne to become an independent financial advisor.

David Walter Osborne is registered as a General Securities Representative, a General Securities Principal, an OSJ, an Equity Trader with FINRA, and he is registered as an Agent in over 20 states. Additionally, Osborne holds Series 7, 24, 31, 55, 63, 65, Group 1 life and health licenses. David Walter Osborne attended Texas State University on a golf scholarship, was a member of Pi Kappa Alpha Fraternity and graduated in 1994 with a BBA in Finance. When he isn’t in the office, you can find him enjoying time with his family, on the golf course, playing hockey, or taking in some live music.

Osborne Advisors is an independent private wealth management firm with offices in Dallas and Austin, Texas.

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Portfolio

David Walter Osborne Portfolio

Recent News

David Walter Osborne On Teaching Good Money Habits For Every Age Group
March 18, 2021

David Walter Osborne On Teaching Good Money Habits For Every Age Group

David Osborne discusses ways to teach children the importance of saving and developing good money habits. The Thrive Global Community welcomes voices from many spheres on our open platform. We publish pieces as written by outside contributors with a wide range of opinions, which don’t necessarily reflect our own. Community stories are not commissioned by […]

David Walter Osborne Discusses the Future of Wealth Management for Athletes
March 13, 2021

David Walter Osborne Discusses the Future of Wealth Management for Athletes

David Walter Osborne anticipates many changes in the athletic world regarding wealth management. This facet is critical for these young professionals to understand if they want to retire without any issue fully. The trends that he sees are likely to stay consistent with current movements, which are centered heavily on education and giving athletes a […]

February 26, 2021

Working From Home? Tips to Stay Focused As a Financial Advisor From David Walter Osborne

David Walter Osborne Wants to Help You Focus While Working From Home As a Financial Advisor David Walter Osborne, president, and founder of OA Capital knows that many financial advisors are now working from home thanks to the Coronavirus pandemic. While many people are excited about working from home, many people underestimate just how challenging […]

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