Obran Capital Advisors LLC

RIASEC Registered

Total AUM

$30.9M

Discretionary

$30.9M

100% of AUM

Avg account

$561K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 325454
Website: www.obrancapitaladvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Other55.36%
Individuals44.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Obran Capital Advisors LLC is an independent registered investment adviser organized as an LLC that provides a mix of advisory services to individuals, families and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals, small businesses and institutions, manager selection services, and educational workshops. Its billing options include asset-based fees as well as hourly and fixed-fee arrangements. The firm functions as a capital allocator, using third‑party managers alongside in‑house portfolio construction. Obran identifies itself as an active ESG investor, and that orientation appears to be integrated into its investment and manager‑selection processes.