A complete list of active advisors currently associated with O'Brien Capital Advisors, LLC
Warmer can help you find a great advisor at O'Brien Capital Advisors, LLC or one who fits your needs even better.
O'Brien Capital Advisors provides asset management to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management across stocks, bonds, mutual funds and ETFs with ongoing custodial supervision. The firm reported approximately $20.16 million in assets under management and delivers continuous oversight of client accounts guided by individualized Investment Policy Statements. The firm’s investment approach blends technical charting analysis with a long-term investment strategy and implements client-specific recommendations while allowing reasonable client-imposed restrictions. It may aggregate orders for execution, makes use of soft-dollar research and services provided by its custodian, and does not charge performance-based fees. Compared with many peers, the firm operates with a small two-advisor team whose managing members maintain substantial external accounting and tax businesses that occupy significant hours and may affect internal capacity. The firm requires custody through an approved broker-dealer custodian (Trade PMR) and does not produce separate advisory account reports, so clients are expected to rely on custodian statements for regular account information.
To learn more about the advisors currently working at O'Brien Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sapulpa, OK
| 9
| |
Sapulpa, OK
| 9
|
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