O'BRIEN CAPITAL ADVISORS, LLC

O'BRIEN CAPITAL ADVISORS, LLC of SAPULPA, OK is an SEC-registered investment adviser (CRD 298766). Regulatory assets under management: $20.2M.

Registration

• CRD: 298766
• Type: Registered investment adviser
• Location: 18 E LEE AVE., SAPULPA, OK, 74066
• Phone: 918-227-3285
• Latest filing: 2026-03-25
• Regulatory AUM: $20.2M
• Discretionary AUM: $20.2M
• Clients: 2
• Accounts: 123

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298766 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search