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Benjamin Gregory O'Brien

Capital Management Advisors LP

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About Benjamin Gregory O'Brien

Benjamin Gregory O'Brien is an investment advisor representative with Capital Management Advisors LP based in Houston, TX. Benjamin has been in the industry since 2009, working with clients to build investment and wealth management plans, answer client questions, and manage their investments. Benjamin has held prior positions at Triad Advisors, Inc. and Capital Management Advisors GP LLC. Benjamin is currently registered as an Investment Advisor Representative in Texas. Benjamin holds the Series 66, Series 7, and SIE exams. Benjamin's primary client types include high-net-worth individuals and pooled investment vehicles.

Firm Information

Benjamin O'Brien is currently registered with Capital Management Advisors LP. Capital Management Advisors LP is an investment advisor with offices in [Main Office Address] that manages approximately $79.9 million in assets. The firm offers financial planning, pension consulting and portfolio management for individuals, pooled investment vehicles and high net worth individuals.

$79.94M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Benjamin O'Brien’s Registration & Firm History

TX

12/09/2010 - Present

Capital Management Advisors LP (HOUSTON TX)

TX

10/30/2009 - 11/03/2015

TRIAD ADVISORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 07/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Gregory O'Brien.
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