Obran Capital Advisors, Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 325454
·
· www.obrancapitaladvisors.com
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ADV data as of Jun 17, 2026
- Regulatory AUM
- $30.9M
- Discretionary
- $30.9M
- Clients
- 31
- Avg AUM / client
- $995K
- Accounts
- 55
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $13.8M | 44.6% |
| Charitable organizations | 1 | $0 | — |
| Other | 2 | $17.1M | 55.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hendrix Rose Berry | Registered representative | CFP | Aug 2023 (3y) | |
| Leo Wilens Freeman | Registered representative | Jan 2024 (3y) | ||
| Anna Penn Finklestein | Registered representative | Aug 2024 (2y) | ||
| Jordyn Middlebrooks | Registered representative | May 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $30.9M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗