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OBP CAPITAL

ROCKY MOUNT, NC · CRD 167619 · IAPD ↗ · 252-984-3808

$168.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
June 2026 — OBP CAPITAL reported RAUM up 115% ($78.5M -> $168.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
June 2024 — OBP CAPITAL reported RAUM down 34% ($117.5M -> $77.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.