Overman Capital Management

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

331 Middle St, New Bern, North Carolina,...

Phone Number

(252) 635-6666

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Apr
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ZI Rank
1
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1
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1

About Overman Capital Management

Overman Capital Management is an independent, full-service financial services firm dedicated to assisting clients in achieving their financial goals. They cater to a diverse clientele, including current and future retirees, small business owners, family-oriented young professionals, and federal employees. The firm offers tailored advice and solutions in areas such as investment management, retirement income planning, education funding, and estate planning. With a commitment to integrity and professionalism, Overman Capital Management aims to provide high-quality research and tools to support their clients' financial journeys.Explore more
Overman Capital Management's Social MediaPopular SearchesOverman Capital Management LLCOverman Capital ManagementRob Overman Financial AdvisorSIC Code 62,628NAICS Code 52,523Show more

Overman Capital Management Org Chart

PhoneEmail
JR
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Overman Capital Managemen...

<$5M
1-10
Private
-
2017
JR
Jay RishelFinancial Advisor
$6.4M
11-50
Private
-
2000
$5.6M
11-50
Private
-
-
CM
Corinne MacCartyAdministrative Assistant
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2008
SL
Sharon La CollaTax, Estate & Retirement Planning Representative
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

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High Activity

Activity Insights

Overman Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Overman Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Overman Capital Management.

Overman Capital Management Tech Stack

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Frequently Asked Questions Regarding Overman Capital Management

What is Overman Capital Management's official website?
Overman Capital Management's official website is www.overmancapitalmanagement.com
What is Overman Capital Management's Revenue?
Overman Capital Management's revenue is <$5 Million
What is Overman Capital Management's SIC code?
Overman Capital Management's SIC: 62,628
What is Overman Capital Management's NAICS code?
Overman Capital Management's NAICS: 52,523
How many employees does Overman Capital Management have?
Overman Capital Management has 1-10 employees
What industry does Overman Capital Management belong to?
Overman Capital Management is in the industry of: Finance, Securities Trading
What is Overman Capital Management competition?
Overman Capital Management top competitors include: Broadridge Financial Solutions, Gattuso Financial Services, Blooming Glen Financial, McAleney Wealth Management
What technology does Overman Capital Management use?
Some of the popular technologies that Overman Capital Management uses are: Google Font API, Google Tag Manager, GoDaddy DNS, Amazon Web Hosting
How do I contact Overman Capital Management?
Overman Capital Management contact info: Phone number: (252) 635-6666 Website: www.overmancapitalmanagement.com
What does Overman Capital Management do?

Overman Capital Management is an independent, full-service financial services firm dedicated to assisting clients in achieving their financial goals. They cater to a diverse clientele, including current and future retirees, small business owners, family-oriented young professionals, and federal employees. The firm offers tailored advice and solutio... ns in areas such as investment management, retirement income planning, education funding, and estate planning. With a commitment to integrity and professionalism, Overman Capital Management aims to provide high-quality research and tools to support their clients' financial journeys.Read More

What are Overman Capital Management social media links?
Overman Capital Management Twitter page Overman Capital Management Facebook page
Is Overman Capital Management a public company?
Overman Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Overman Capital Management

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