O'brien Capital Management, Inc.
O'brien Capital Management, Inc. is an SEC-registered ria in Nyack, NY with $40.6M assets under management (AUM, regulatory AUM), +9% over one year. See who owns O'brien Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136100, SEC 801-120981, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $40.6M (2026-03-27)
- Firm type
- Ria
- Location
- Nyack, NY
- Employees
- 1
- Clients
- 43
- CRD
- 136100
- Ownership
- O'BRIEN, JOHN, MATHEW
How much AUM does O'brien Capital Management, Inc. have?
O'brien Capital Management, Inc. reported $40.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns O'brien Capital Management, Inc.?
Disclosed owners and executives of O'brien Capital Management, Inc. include O'BRIEN, JOHN, MATHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.