A complete list of active advisors currently associated with Obran Capital Advisors LLC
Warmer can help you find a great advisor at Obran Capital Advisors LLC or one who fits your needs even better.
Obran Capital Advisors LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, businesses, trusts, and charitable organizations, delivering ongoing discretionary portfolio management alongside project‑based financial planning engagements. The firm operates as a fee‑only adviser and supports clients with implementation and account supervision across public and certain private investments. The firm combines conventional investment tools—asset allocation, modern portfolio theory, and a mix of passive and active strategies—with explicit values‑based methods such as Social Movement Alignment and customizable socially responsible portfolios. Obran may engage third‑party Sub‑Advisors for specialized management, conducting documented due diligence and ongoing monitoring while assisting clients in model selection and account-level restrictions. Obran’s ownership and operating structure links it to a family of related entities: it is owned by Obran Group Capital Holdings LLC, which is in turn owned by Obran Cooperative LCA, a worker‑owned cooperative, and it has spun off or collaborated with related ventures—creating formal affiliations that are less common among similar team advisers. The firm also offers educational seminars and bespoke consulting (including work focused on adult beneficiaries, family trust navigation, philanthropic planning, and wealth redistribution), services that the firm highlights as part of its broader values‑oriented practice.
To learn more about the advisors currently working at Obran 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 |
|---|---|---|
Boston, MA
| 8
| |
Boston, MA
| 2
| |
Boston, MA
| 5
| |
Austin, TX
| 2
|
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