For more than two decades, David Osborne has been a cornerstone of personalized wealth management in Texas. As the founder, CEO, and lead financial advisor of OA Capital—an independent private wealth management firm with offices in Austin and Dallas—Osborne has redefined what it means to build and preserve wealth in a fast-changing financial world.
Driven by a client-first philosophy, David Osborne created OA Capital in 1999 to offer high-net-worth individuals, families, entrepreneurs, and athletes a more intentional, customized approach to financial planning. His guiding belief is simple but powerful: effective wealth management should be as unique as the person it serves.
A Wall Street Foundation, a Texas Vision
David Osborne’s career began at Morgan Stanley in New York and Dallas, where he developed a deep foundation in equity-based portfolio construction, retirement planning, college savings strategies, and income-focused investing. It was here that Osborne refined his technical knowledge and began forming the long-lasting client relationships that would eventually become the hallmark of his own firm.
However, Osborne quickly realized that the rigid structures and commission-driven incentives of Wall Street limited his ability to truly serve his clients’ best interests. That realization became the catalyst for launching OA Capital, an independent firm where the only priority is the client’s success.
OA Capital: Purpose-Driven, People-Focused
Since its founding, OA Capital has grown into a boutique, family-run financial firm trusted by business owners, families, and athletes alike.
The firm offers a full suite of financial services, including:
- Portfolio management
- Retirement and estate planning
- Business succession planning
- Insurance analysis
- Equity and income investment strategies
- NIL (Name, Image, and Likeness) advisory for student-athletes
- Tax mitigation and strategic charitable giving
One of the firm’s signature offerings is OA PRO, a division tailored to meet the needs of professional and collegiate athletes. Osborne, a registered NFLPA Player Financial Advisor, helps clients manage sudden wealth, navigate contract payouts, and plan for life after sports—a period when many former athletes face significant financial uncertainty. With a clear, proven system, he ensures clients are not only wealthy during their careers but financially secure for decades to come.
Credentials that Reinforce Trust
David Osborne’s qualifications reflect his commitment to excellence and his depth of expertise. He is registered across more than 20 states and holds a robust suite of industry credentials:
- Series 7, 24, 31, 55, 63, and 65
- General Securities Principal and Equity Trader (FINRA)
- Group 1 Life & Health Insurance License
- Office of Supervisory Jurisdiction (OSJ) designation
These credentials enable Osborne to handle complex financial matters, from advanced tax strategies to high-risk market positioning and alternative asset investing, including select crypto ventures.
Building Financial Literacy and Long-Term Habits
What truly sets Osborne apart, however, is his emphasis on education. His mission isn’t just to grow wealth—it’s to build a legacy of financial literacy for clients and their families. Whether he’s advising a young professional navigating student loans or a retired entrepreneur seeking to preserve wealth for the next generation, Osborne provides tools that empower clients to make informed, confident financial decisions.
Every client relationship begins with a comprehensive evaluation, allowing the OA Capital team to design custom strategies rather than rely on generic models or automated algorithms. The firm’s hands-on, relational approach stands in contrast to many national advisory firms, where clients can feel like just another account number.
Austin Roots, Global Perspective
A graduate of Texas State University, David Osborne earned his BBA in Finance while attending on a golf scholarship. He was also a proud member of the Pi Kappa Alpha fraternity, where he developed the leadership, teamwork, and strategic thinking that continues to guide his career.
Today, Osborne resides in Austin, a city whose entrepreneurial energy and cultural vibrancy mirror his own. Outside the office, he’s a devoted family man, a passionate golfer, a recreational hockey player, and a music enthusiast who enjoys the local live music scene that makes Austin famous.
Giving Back to the Community
Osborne’s commitment to leadership extends beyond business. He serves on the board of directors for the Thinkery—Austin’s innovative children’s museum—and on the housing corporation board for the Zeta Theta chapter of Pi Kappa Alpha. These roles reflect his dedication to education, youth development, and giving back to the community that helped shape him.
David Osborne is more than a financial advisor—he’s a trusted partner in building generational wealth. Through OA Capital, he has created a firm where experience meets empathy, strategy meets personalization, and wealth is not just accumulated, but thoughtfully managed and protected. For families, entrepreneurs, and athletes looking to chart a confident financial future, Osborne offers not just a plan—but peace of mind.
