O'BRIEN CAPITAL ADVISORS, LLC

Overview

O'Brien Capital Advisors, LLC is a small, individually owned advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm runs an equity-first model, allocating the bulk of client assets to exchange-traded equities and ETFs while using mutual funds and separately managed account (SMA) structures for implementation and customization. Fee arrangements include a percentage-of-AUM schedule plus the option for hourly charges, reflecting a mix of ongoing portfolio management and project-based advisory work. The firm is not positioned as an ESG investor and operates on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices