RIA Intelligence

O'BRIEN CAPITAL MANAGEMENT, INC.

CRD #136100 SEC #801-120981 NYACK, NY 845-358-4930
SEC Registered
Total AUM
$37.2M
Discretionary
$37.2M
Employees
1
Clients
10
Accounts
87

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
O'BRIEN, JOHN, MATHEWIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
O'BRIEN, JOHN, MATHEWIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
O'BRIEN, JOHN, MATHEWIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
O'BRIEN, JOHN, MATHEWIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
O'BRIEN, JOHN, MATHEWIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
O'BRIEN, JOHN, MATHEWIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
O'BRIEN, JOHN, MATHEWIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
O'BRIEN, JOHN, MATHEWIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 24, 2025 REGISTERED

Notice Filings (2)

NY TX

Address

48 BURD STREET
STE. 209
NYACK, NY 10960
United States
Phone: 845-358-4930