$40.6M Total AUM
$40.6M Disc. AUM
13.3% 3Y CAGR
1 Employees
43 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest timber
- Established Date
- 03-29-2021
- Office Locations
- 1
Office Locations
48 Burd Street Ste. 209 Nyack NY
About O'brien Capital Management, Inc.
O’Brien Capital Management (OCM) is a fee-only advisory firm providing financial planning and investment management with a planning-led approach. Led by founder John M. O’Brien, a CFP professional with 18+ years’ experience, OCM builds diversified portfolios using asset allocation and active management across vehicles such as ETFs, mutual funds, and fixed income. Retail-focused, serving clients from Nyack and Larchmont, NY; custodied at Schwab.
Team overview
38 AVG AGE
$40.6M AVG AUM / ADVISOR
$944.2K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Summit vertex Timber
Client Personas
Delta north
Investment Themes
Signal Value
Investment Vehicles
Zenith Optima capital
Services
Atlas harbor North momentum Wave
Technology
Wave timber
Owner & Executives
JOHN MATHEW O'BRIEN
Chief Compliance Officer, President
- CRD
- #1700706
- Ownership
- 75% or more
(566) 877-5561
crest.fusion@catalystcapital.com
in linkedin.com/in/alpha-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,600,000 | $410,101 |
| Non-Discretionary | $0 | -- |
| Total | $40,600,000 | $410,101 |
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Separately Managed Accounts
Total SMA Asset: $40,600,000
Public Funds:
15.9% Equity - Exchange:
11.4% Cash:
12.6% U.S. Government/Agency:
23.2% Corporate - Investment Grade:
13.5% Municipal Bonds:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $132,397,414 | 15.9% |
| Equity - Exchange | $94,926,448 | 11.4% |
| Cash | $104,918,705 | 12.6% |
| U.S. Government/Agency | $193,183,648 | 23.2% |
| Corporate - Investment Grade | $112,412,899 | 13.5% |
| Municipal Bonds | $194,849,024 | 23.4% |
| Total | $832,688,138 | 100.0% |