David Osborne, Founder and CEO of OA Capital, is a distinguished financial advisor based in Austin and Dallas, Texas with a proven legacy of empowering clients to take control of their financial futures. With 25 years of seasoned industry experience and an unwavering dedication to personalized guidance, Osborne has built a reputation for integrity, long-term thinking, and deep client relationships that go far beyond traditional investment advice. OA Capital operates as a boutique, family-run firm, allowing Osborne to provide highly personalized, relationship-driven service tailored to the unique goals of each client.
At the core of his practice is OA Capital, an independent wealth management firm with offices in both Dallas and Austin. OA Capital specializes in working with individuals, family offices, entrepreneurs, celebrities, corporations, and professional athletes—each requiring tailored financial strategies and long-term planning frameworks. Osborne’s mission is clear: to provide clients with strategic solutions that foster financial confidence, protect their assets, and create lasting wealth.
As part of his forward-thinking approach, Osborne also manages investments in cryptocurrency and blockchain-related assets, helping clients navigate this evolving market as a component of a diversified portfolio.
From Wall Street to Independence
Before launching his own firm in 1999, David Osborne sharpened his financial acumen at Morgan Stanley, working on Wall Street in New York and Dallas. There, he specialized in retirement planning, college savings, and portfolio design with an emphasis on equity and income strategies. This early experience cultivated his belief in building strong, lasting client relationships and thinking far beyond short-term market performance.
However, David Osborne soon realized that the best results for clients would only be possible through independence—where his guidance wouldn’t be confined by corporate quotas or general investment models. This realization became the catalyst for founding Osborne Advisors Wealth Management, which later evolved into OA Capital. As an independent advisor, he could now focus entirely on crafting the best outcomes for each individual client—without compromise.
Credentials and Recognition
David Osborne’s financial knowledge is backed by extensive credentials. He is a registered General Securities Representative, General Securities Principal, OSJ, and Equity Trader with FINRA. He holds registrations in more than 20 states and maintains an impressive collection of licenses, including Series 7, 24, 31, 55, 63, 65, and a Group 1 Life and Health Insurance License.
These certifications are more than just regulatory achievements—they reflect Osborne’s commitment to excellence and his belief in continuous education. They also allow him to serve a diverse clientele, including those with complex financial needs and unique challenges.
Specializing in Sports Professionals and Emerging Earners
One of the areas where David Osborne has had a profound impact is in managing the financial lives of professional athletes. Recognizing that athletes face unique career arcs—often earning the majority of their lifetime income in a short period—Osborne helps them plan for both the spotlight and the years beyond. With the rise of Name, Image, and Likeness (NIL) deals, even student-athletes are now facing the financial complexities once reserved for professionals—making early guidance and strategic planning more essential than ever.
He educates clients on how to avoid the all-too-common pitfalls that come with sudden wealth, such as overspending, poor investment decisions, or a lack of long-term planning. He works closely with athletes on budgeting, tax strategy, risk management, and wealth preservation—ensuring they’re prepared for whatever life throws their way, from career-ending injuries to legal liabilities.
Osborne also enjoys mentoring younger clients, including recent college graduates navigating the transition into financial independence. From student loan strategies to building emergency savings, Osborne offers approachable advice grounded in real-life experience.
A Passion for Financial Literacy
For Osborne, financial wellness begins with education—starting as early as childhood. He’s an advocate for teaching children the value of money by instilling simple, healthy habits like saving coins in a jar or learning how to delay gratification. His philosophy centers around empowering individuals to make informed decisions at every stage of life, regardless of their income or background.
This same passion informs his work at OA Capital, where every client engagement begins with a full financial evaluation. This assessment allows David Osborne and his team to understand each client’s full financial picture, goals, and risks, so they can design a roadmap that reflects their priorities and anticipates their challenges.
Whether it’s building wealth, minimizing taxes, or protecting assets, Osborne makes sure that no client is left guessing. His goal is to remove confusion and replace it with clarity and strategy.
Life Beyond the Office
David Osborne’s approach to financial advising is deeply rooted in his values, many of which were forged during his time at Texas State University, where he earned a BBA in Finance while attending on a golf scholarship. He was also a proud member of the Pi Kappa Alpha fraternity, an experience that helped him develop his leadership and team-building skills early on.
Over more than two decades, David Osborne has built more than just a financial advisory firm—he’s built a legacy of trust, compassion, and results. By helping families, business leaders, and athletes achieve financial clarity and security, he’s made a lasting difference in the lives of countless individuals.
Today, when he’s not serving clients or leading OA Capital, Osborne can be found spending quality time with his family in Austin, Texas, enjoying a round of golf, playing hockey, or soaking in live music—staples of Austin’s cultural fabric that keep him grounded and energized.
Through OACapital.com, David Osborne continues to serve as a stabilizing force in his clients’ lives, especially during uncertain times. His personalized approach, commitment to education, and dedication to long-term thinking make him not just a financial advisor—but a true financial partner.