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 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.
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.
You can also browse Obran Capital Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 9
| |
Boston, MA
| 3
| |
Boston, MA
| 6
| |
Austin, TX
| 2
|
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