SourcingSourcing

OBP CAPITAL LLC

C40
CRD 167619·SEC 801-80213·ROCKY MOUNT, NC
AUM
$78.5M
$25M-$100M
Est. Revenue
$785K
@ 1% on AUM
Est. EBITDA
$236K
@ 30% margin
Est. Deal Value
$1.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OBP CAPITAL LLC
CRD
167619
SEC file #
801-80213
EIN
—
DBA names
Obp Capital

Economics

AUM
$78.5M
AUM band
$25M-$100M
AUM trajectory
'20'26
$45.0M → $78.5M▲ +75%
Client mix
Investment Companies5

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
ROCKY MOUNT NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
05/19/2025
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HONEY, KATHERINE, MILLER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HONEY, KATHERINE, MILLER
MCIVY COMPANY LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6200716
Trust Company Affiliate
No

People (2)

2
HONEY, KATHERINE, MILLER
Direct Owner · 62.5%
6200716
MCCABE, PETER, M
Executive Officer · 2.5%
2529604