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O'BRIEN CAPITAL ADVISORS, LLC
CRD 298766
18 E LEE AVE., SAPULPA, OK, 74066, United States
Phone
918-227-3285
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.2M
Discretionary AUM
$20.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $12.8M |
| High net worth individuals | 6 | $7.3M |
All web addresses on file
Official SEC filing: View on IAPD