O'brien Capital Management, Inc.

O'Brien Capital Management, Inc. is a registered investment adviser established in June 2005 by John M. O'Brien, CFP®. The firm offers investment advisory services emphasizing continuous personal client contact and interaction, with discretion limited to purchases and sales of securities. OCM tailors services to each client's financial objectives, risk tolerance, and tax situation, constructing portfolios with various asset classes. The firm primarily employs fundamental analysis and modern portfolio theory in its investment strategies, focusing on long-term buy and hold approaches. For investment advisory services, OCM charges an annual asset-based fee of 1.00%. Financial planning services are available on an hourly fee basis of $300 per hour or a flat fee ranging from $500 to $3,000. Fees are billed quarterly based on the market value of assets under management. OCM does not receive commissions or compensation from third parties, ensuring a fee-only structure. Clients of OCM include individuals, pension and profit-sharing plans, charitable organizations, and corporations, with a minimum asset requirement of $300,000. OCM does not engage in wrap fee programs and manages discretionary assets totaling $37,187,838 as of December 31, 2024. John M. O'Brien, the firm's President, is a Certified Financial Planner with a Bachelor's degree in Business Economics and over two decades of experience in the financial industry. OCM maintains a Code of Ethics and strict compliance guidelines to ensure fiduciary responsibilities are met.