Obran Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,771,152
Clients
28
Advisors
4
across 2 offices
About
Obran Capital Advisors LLC is a fee‑only investment adviser that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), businesses, trusts, and charitable organizations. Services include ongoing wealth management, written financial plans, project‑based consulting, and coordination with third‑party professionals and sub‑advisors.
The firm applies traditional asset‑allocation and modern portfolio techniques, combining passive and active vehicles with fundamental and cyclical analysis, and supplements that work with values‑based screening and social‑movement alignment. Obran customizes portfolios and planning to client goals and may recommend private impact investments on an assets‑under‑advisement basis while using sub‑advisors for specialized strategies and maintaining ongoing oversight.
Noteworthy for a firm of its size, Obran operates within an ownership and referral structure tied to a parent holding company that is part of a worker‑owned cooperative and maintains formal affiliations with other advisers, which creates operational and referral linkages not typical among peers. The firm also offers educational seminars and bespoke project engagements—frequently focused on family‑wealth transitions, adult beneficiaries of trusts, wealth redistribution, and philanthropic planning—alongside its core portfolio management services.
Client services
Expertise
Demographic focus
Fee options
Fixed fee for initial financial plans based on hourly rate and hours estimated; fixed fees for project-based financial consulting up to $20,000.
Hourly rate of $400 for financial planning services; rate may be reduced at advisor's discretion.
Minimum fee: Minimum quarterly fee of $750, which may be reduced or waived on a case-by-case basis. Fee-only: Obran Capital Advisors LLC is a fee-only firm; compensation is solely from clients' fees.
Main office
See officeBoston MA
Advisors at this office
3
Most active in
California · Colorado · Louisiana · Massachusetts · North Carolina · Texas
Also doing business as
Obran Capital Advisors LLC · Obran Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Hendrix B
CFP®, Series 65
Boston, MA
Obran Capital Advisors LLC
Hendrix Berry is a CFP® and Series 65 credentialed advisor at Obran Capital Advisors LLC with eight years of industry experience. Prior to joining Obran Capital Advisors in 2023, he worked at Balanced Rock Investment Advisors LLC for six years and has experience with community-focused organizations such as the Boston Ujima Project. Obran Capital Advisors LLC is a fee-only investment adviser serving individuals, businesses, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a combination of traditional asset allocation, modern portfolio techniques, and values-based screening, and it offers customized portfolios that may include private impact investments alongside specialized strategies through sub-advisors.
Leo F
Series 65
Boston, MA
Obran Capital Advisors LLC
Leo Freeman is a Series 65-licensed advisor at Obran Capital Advisors LLC with five years of industry experience. He is the founder, CEO, and co-owner of Chosen Family Office, a platform for integrated financial care teams, and also provides consulting services through his firm, Leo Freeman LLC d.b.a. Capital J Consulting, focusing on social justice organizations and wealth alignment with ancestry and social movements. Freeman holds a director role at Obran Group Capital Holdings LLC. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a blended investment approach combining asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers values-based investing options including Social Movement Investing.
Anna F
Series 65
Boston, MA
Obran Capital Advisors LLC
Anna Finklestein is a financial advisor at Obran Capital Advisors LLC in Boston, MA, with two years of industry experience. She holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management and ActBlue. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm combines asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers specialized services such as Social Movement Investing and coordinated philanthropic planning.
Jordyn M
Series 65
Austin, TX
Obran Capital Advisors LLC
Jordyn Middlebrooks is an Investment Adviser Representative at Obran Capital Advisors LLC with two years of industry experience. She holds a Series 65 credential and operates Reimagine Wealth LLC, a Texas-based financial coaching and consulting business. Jordyn has prior experience at Saltbox Financial LLC and other financial and technology firms. Obran Capital Advisors LLC is a fee-only investment adviser providing discretionary portfolio management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm employs a combination of traditional and modern portfolio techniques, incorporates values-based screening, and offers customized solutions including private impact investments and educational seminars.
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