Charles Owen Overbey

Employer firm

C. O. Overbey, Jr LLC CRD 117192

$9.34M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

C. O. Overbey, Jr Llc

Bonita Springs, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-23
VA	RA	APPROVED	1999-05-26

FL RA
APPROVED

Since 2025-10-23
VA RA
APPROVED

Since 1999-05-26

Branch Locations

Bonita Springs, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
C O Overbey Jr Llc	Bonita Springs	FL	11/2023	Present
Charles Owen Overbey Jr	Bonita Springs	FL	11/2023	Present
Charles Owen Overbey Jr Cpa	Richmond	VA	11/1984	11/2023
#Ia Overbey, Charles Jr. Owen	Richmond	VA	11/1984	11/2023

11/2023 → Present

C O Overbey Jr Llc

Bonita Springs, FL
11/2023 → Present

Charles Owen Overbey Jr

Bonita Springs, FL
11/1984 → 11/2023

Charles Owen Overbey Jr Cpa

Richmond, VA
11/1984 → 11/2023

#Ia Overbey, Charles Jr. Owen

Richmond, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-03-17

S65 Uniform Investment Adviser Law Examination

1999-03-17

Designations

Certified Financial Planner

Other Names

Chuck Overbey
Charles Overbey

View on SEC IAPD