Osman Arain
Evansbrook Capital Management · Bolingbrook, Illinois
Osman Arain is a fee-only financial advisor at Evansbrook Capital Management in Bolingbrook, Illinois, who holds the CFA credential. Osman focuses on family wealth transfer and retirement planning. Evansbrook Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Evansbrook Capital Management |
|---|---|
| Based in | Bolingbrook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $225.7M across 195 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CO, IL, MN, NH, TX · CRD 2629717 |
| Exams passed | Series 63 (2017) · Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | evansbrook.com |
| Profile |
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Questions about Osman
Is Osman Arain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Osman holds no broker registration, and Evansbrook Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Osman charge for financial advice?
Osman's firm, Evansbrook Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Osman Arain based?
Osman Arain is based in Bolingbrook, Illinois.
What does Osman specialize in?
Osman's specialties include family wealth transfer and retirement planning. Osman works with ultra high net worth and multi-generational families.
What credentials does Osman Arain hold?
Osman Arain holds the CFA credential.
Is Osman Arain registered with the SEC?
Yes. Osman Arain is registered as an investment adviser representative in CA, CO, IL, MN, NH and TX (CRD 2629717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evansbrook Capital Management manage?
Evansbrook Capital Management reports $225.7M across 195 accounts in assets under management.
How do I contact Osman Arain?
Through Osman's website, evansbrook.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
- Evansbrook Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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