O
$20.2M Total AUM
$20.2M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
7 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-02-2018
- Office Locations
- 1
Office Locations
18 E LEE Ave. Sapulpa OK
About O'brien Capital Advisors, LLC
O'brien Capital Advisors, LLC is a Sapulpa-based RIA. The firm has been operating for 7 years. Managing $20.2M in total assets under management, with 2 advisory representatives. They custody assets with Trade-PMR. Services offered include Asset Management, Insurance.
Team overview
30 AVG AGE
$10.1M AVG AUM / ADVISOR
$296.4K AVG AUM / CLIENT
7.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Client Personas
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Investment Themes
Insight
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Ember pioneer
Services
Peak delta Delta
Owner & Executives
C
Carl Patrick O'Brien
Managing Member
- CRD
- #6661657
- Ownership
- 50% but less than 75%
(796) 354-3056
legacy.pathway@primecapital.com
in linkedin.com/in/unison-frontier
J
Jacob R O'Brien
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6665341
- Ownership
- 50% but less than 75%
(949) 232-7516
optima.harbor@frontiercapital.com
in linkedin.com/in/focus-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,157,196 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,157,196 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,157,196
Equity - Exchange:
49.0% Public Funds:
17.3% Cash:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,714,236,821 | 49.0% |
| Public Funds | $958,291,776 | 17.3% |
| Cash | $1,866,730,221 | 33.7% |
| Total | $5,539,258,818 | 100.0% |