O'Brien Capital Management, Inc.
● SEC registered since 2021CRD 136100SEC# 801-120981Nyack, NY
Reg. AUM
$40.6M
Employees
1
Accounts
99
Location
Nyack, NY
O'Brien Capital Management, Inc. assets under management
O'Brien Capital Management, Inc. is an SEC-registered investment adviser based in Nyack, NY. The firm has been registered since 2021. It reports $40.6 million in regulatory assets under management and employs 1 people.
O'Brien Capital Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Mathew O'Brien Control | President & Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does O'Brien Capital Management, Inc. manage?
O'Brien Capital Management, Inc. reports $40.6 million in regulatory assets under management on its Form ADV.
How many employees does O'Brien Capital Management, Inc. have?
O'Brien Capital Management, Inc. reports 1 employees.
Where is O'Brien Capital Management, Inc. located?
O'Brien Capital Management, Inc. is based in Nyack, NY and has been SEC-registered since 2021.
Does O'Brien Capital Management, Inc. disclose fund performance?
O'Brien Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 48 Burd Street, Ste. 209, Nyack, NY 10960 |
| Phone | 845-358-4930 |
| Office hours | 9 a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$40.6M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$40.6Mregulatory AUM
Discretionary $40.6M