Leo Freeman
Obran Capital Advisors · Lincoln, California
Leo Freeman is a fee-only financial advisor at Obran Capital Advisors in Lincoln, California. Obran Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Obran Capital Advisors |
|---|---|
| Based in | Lincoln, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.9M across 55 accounts |
| SEC registration | Investment adviser representative in CA, CO, MA · CRD 6683309 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.obrancapitaladvisors.com |
How Leo's firm compares
- Obran Capital Advisors's average account is about $561,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Leo
Is Leo Freeman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leo holds no broker registration, and Obran Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leo charge for financial advice?
Leo's firm, Obran Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leo Freeman based?
Leo Freeman is based in Lincoln, California.
Is Leo Freeman registered with the SEC?
Yes. Leo Freeman is registered as an investment adviser representative in CA, CO and MA (CRD 6683309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Obran Capital Advisors manage?
Obran Capital Advisors reports $30.9M across 55 accounts in assets under management.
How do I contact Leo Freeman?
Through Leo's website, www.obrancapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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