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Advisors / Massachusetts / Boston
47yrs

John Fredrick Osbon

Financial advisor at Osbon Capital Management

Boston, MA 02109Top 1% experience in BostonFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience47 years (since 1979)
How that compares ?Top 1% for experience in Boston
Office75 State Street Suite 100, Boston, MA 02109
How the firm is paid ?Percent of assets, Performance fee
States licensed ?2 states

Services through Osbon Capital Management

Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2005 – now
    Osbon Capital Management, LLCCurrent firm

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

About John

How do I contact John?

Call Osbon Capital Management at 617-217-2772 and ask for John Fredrick Osbon. John works from the Boston, MA office.

How long has John been a financial advisor?

John has been in the industry since 1979, about 47 years. Top 1% for experience in Boston.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Osbon Capital Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask John for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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