OBP CAPITAL

116 South Franklin Street
Rocky Mount, North Carolina 27804
Tel: 252-984-3808

About OBP CAPITAL

OBP CAPITAL, formally registered with the SEC as OBP CAPITAL. The firm was established in 09/12/2014. They have over 1 offices throughout the country.

OBP CAPITAL is a Rocky Mount, North Carolina based Financial Planning firm with nearly $77,367,949 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167619
SEC#	801-80213
Assets Managed by Firm	$77,367,949
No. of Clients	2
No. of Advisors	2

Fee Structure

A percentage of AUM
Other (HYBRID MINIMUM + BPS)

Advisory Services Provided

Portfolio management for investment companies
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$77,367,949

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