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O'BRIEN CAPITAL MANAGEMENT, INC.
CRD 136100 · SEC 801-120981
48 BURD STREET, STE. 209, NYACK, NY, 10960, United States
Phone
845-358-4930
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$40.6M
Discretionary AUM
$40.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $12.5M |
| High net worth individuals | 15 | $28.1M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD