OBEL FINANCIAL ADVISORS

Overview

Obel Financial Advisors operates as a small, independent RIA run as a sole proprietorship and positioned to serve individual and family clients. The firm combines financial planning with portfolio management and also acts as an insurance broker. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and educational seminars or workshops. The firm reports a fee model that blends percentage-of-AUM billing with fixed fees and identifies itself as a capital allocator, although its total asset base is modest. Investment activity is concentrated in publicly traded equities, with the firm showing a clear preference for exchange-traded instruments. Obel Financial Advisors does not identify as an active ESG investor. The firm’s structure and service set indicate a boutique practice focused on hands-on, non-discretionary relationships and customized planning for a small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices