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Kathleen Osborne-Davis

Kathleen Osborne-Davis

Investment Advisor Representative

Kathy graduated from Louisiana State University with a BS degree in Education and from Western Michigan University with an MA degree in Sports Medicine. Upon graduation, she worked in LSU’s Athletic Department as the Co-Head Athletic Trainer for 10 years. During the 10 years, she worked with the United States Olympic Committee and traveled around the world.

After serving on the 1992 Olympic Medical Staff in Barcelona, Spain, she turned her interest to finance. Kathy has been a Financial Services Professional for over 25 years and now serves as an Independent Wealth Manager under the direction of Capital Asset Management, LLC located in Denver, CO. She’s a member of the Ed Slott Master Elite Advisory Group* and the National Social Security Advisors Program. She has her Insurance license and her Series 6,7,63, and 66 securities registrations.

Kathy enjoys meeting people and helping her clients reach their retirement dreams. She resides in Baton Rouge, LA with her husband Eddie.


*Ed Slott’s Elite IRA Advisor GroupSM is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations, or advice.