RIA Intel›Advisers›Oklahoma›O'BRIEN CAPITAL ADVISORS, LLC

O'BRIEN CAPITAL ADVISORS, LLC

Advisory

SAPULPA, OK

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$164K

across 123 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients68

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

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$18M

ESOTERIC WEALTH PARTNERS LLC

$18M

SUMMIT INVESTMENT GROUP, LLC

$23M

THE BUFFALO FINANCIAL GROUP LLC

$17M

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