RIA Intel›Advisers›Massachusetts›OBRAN CAPITAL ADVISORS, LLC

OBRAN CAPITAL ADVISORS, LLC

Advisory

MA

Data as of Jun 17, 2026 · Source: SEC Form ADV

Rank in MA

#1,265

of 1,590 advisers by AUM

Average account

$561K

across 55 accounts

AUM per adviser

$8M

4 advisers

Source: SEC Form ADV. Figures as filed Jun 17, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, LA, MA, NC, TX

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

31 clients

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

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