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O'Brien Capital Advisors, LLC

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Client assets under management

$20,157,196

Clients

68

9% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

34

Low

Average account size

$296,429

About

O'Brien Capital Advisors provides asset management to individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management across stocks, bonds, mutual funds and ETFs with ongoing custodial supervision. The firm reported approximately $20.16 million in assets under management and delivers continuous oversight of client accounts guided by individualized Investment Policy Statements.

The firm’s investment approach blends technical charting analysis with a long-term investment strategy and implements client-specific recommendations while allowing reasonable client-imposed restrictions. It may aggregate orders for execution, makes use of soft-dollar research and services provided by its custodian, and does not charge performance-based fees.

Compared with many peers, the firm operates with a small two-advisor team whose managing members maintain substantial external accounting and tax businesses that occupy significant hours and may affect internal capacity. The firm requires custody through an approved broker-dealer custodian (Trade PMR) and does not produce separate advisory account reports, so clients are expected to rely on custodian statements for regular account information.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $5,000,000: 1.0% $5,000,001+: 0.5%

Project-based

$100 per hour on a case-by-case basis

Main office location

O'Brien Capital Advisors, LLC

18 E Lee Ave.

Sapulpa OK 74066, United States

Number of offices

1

Most active in

More info

Oklahoma

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 918-227-3285

Advisors at this firm

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Jacob O

Series 65

Sapulpa, OK

O'Brien Capital Advisors, LLC

Jacob O'Brien is a financial advisor at O'Brien Capital Advisors, LLC in Sapulpa, Oklahoma, with nine years of industry experience. He holds a Series 65 designation and has worked at O'Brien Capital Advisors since 2016. In addition to his advisory role, he operates O'Brien Tax Service LLC and serves as a board member of the Kiwanis Club of Sapulpa. O'Brien Capital Advisors is a small registered investment adviser serving individual and high-net-worth clients with portfolio and asset management across stocks, bonds, mutual funds, and ETFs. The firm employs a long-term investment approach combined with technical charting and customizes recommendations based on client-specific Investment Policy Statements.

Wealth management
user avatar

Carl O

Series 65

Sapulpa, OK

O'Brien Capital Advisors, LLC

Carl O'Brien is a financial advisor at O'Brien Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has operated his own accounting and tax practice since 1989. Outside of his advisory and accounting work, he serves as a trustee on the Board of the Employees' Retirement System of Tulsa County and is a board member of the Sertoma Club of Sapulpa. O'Brien Capital Advisors is a small registered investment adviser serving individual and high-net-worth clients with portfolio and asset management services. The firm employs a long-term investment approach combined with technical charting and customizes recommendations through client-specific Investment Policy Statements.

Wealth management
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