OBRAN CAPITAL ADVISORS LLC

OBRAN CAPITAL ADVISORS LLC is an SEC-registered investment adviser (CRD 325454). Regulatory assets under management: $30.9M.

Registration

• CRD: 325454
• Type: Registered investment adviser
• Phone: (617) 356-7410
• Latest filing: 2026-06-17
• Regulatory AUM: $30.9M
• Discretionary AUM: $30.9M
• Clients: 4
• Accounts: 55

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325454 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search