Osage Pacific Advisors, Inc.
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 284257
· Laguna Hills, CA
· www.osagepacific.com
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ADV data as of Jun 10, 2026
- Regulatory AUM
- $3.2M
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 3
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $669K | 20.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.5M | 79.1% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Reva Suzanne Sanchez | Registered representative | Sep 2024 (2y) | ||
| Robert Lansing Hicks | Registered representative | Oct 2024 (2y) | ||
| Phillip Scott Vigil | Registered representative | CFA | Nov 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗