# O'Brien Capital Management

O'Brien Capital Management is a Bank / Wealth / Trust based in Nyack, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Nyack, United States
- **Region:** North America
- **Address:** Nyack, NY, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** obriencm.com

## About

Founded in 2005 and based in Nyack, New York, O'Brien Capital Management functions as a wealth advisory practice serving both individual and corporate clients. The advisory services cover financial planning, retirement planning, and discretionary investment management. The firm's investment approach centers on discretionary management of client assets, though the specific asset allocation framework, use of third-party managers, or direct indexing capabilities are not detailed in available records. The geographic focus remains the tri-state area surrounding Nyack. O'Brien Capital Management's scale is modest and not publicly quantified. No AUM figures or professional headcount are disclosed, consistent with a lean, independent practice. The firm's website, obriencm.com, serves as its primary digital presence, though the extent of detailed public disclosures is limited. There is no indication of adjacent vehicles, such as a philanthropic structure or real-asset arm, operating alongside the core advisory business. A structural differentiator for O'Brien Capital Management is its endurance as an independent, locally rooted wealth manager in a market increasingly dominated by aggregators and large bank-owned advisory platforms. For nearly two decades, the firm has maintained its independent posture, avoiding the roll-up trend that has absorbed many practices of similar vintage. Its discretion over investment decisions, rather than a purely non-discretionary consulting model, places it closer to an outsourced CIO role for its client base.

## Questions

### What services does O'Brien Capital Management offer?

The firm provides financial planning, retirement planning, and discretionary investment management services. Its client base includes both individuals and corporations. The discretionary mandate means the firm makes and implements investment decisions on behalf of its clients, rather than simply advising on them.

### How is O'Brien Capital Management structured?

O'Brien Capital Management operates as an independent wealth advisory firm, headquartered in Nyack, New York, since 2005. It is not part of a larger bank, insurance company, or roll-up aggregator. This independence allows the firm to select investments and structure portfolios without corporate-level product mandates.

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Last updated: 2026-08-11T02:43:31.692Z

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