Obp Capital provides portfolio management for investment companies and selecting other managers.
Obp Capital reports 5 investment companies. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($169M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 5 | $169M | 100.0% | $33.8M |
| Total | 5 | $169M | 100% | $33.8M |
- Clients
- 5
- Regulatory AUM
- $169M
- AUM share
- 100.0%
- Avg. per client
- $33.8M
Total
- Clients
- 5
- Regulatory AUM
- $169M
- AUM share
- 100%
- Avg. per client
- $33.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Obp Capital is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
McIvy Company LLC owns 50% to 75% of Obp Capital and is in turn owned by Alston Meadows (50–75%). The leadership team of Obp Capital includes Chief Compliance Officer Katherine Honey. It has 2 employees.
Leadership
- Katherine HoneyManaging Member, Chief Compliance Officer
- Peter McCabeDirector, Operations
Staff
- 2 employees
- 2 in advisory functions
- Owns 50% to 75% of Obp Capital LLC
McIvy Company LLC
Control person · since July 2014
- Owns 50% to 75% of McIvy Company LLC
Alston Meadows
Control person · since April 2022
- Owns 50% to 75% of Obp Capital LLC
Katherine Honey
Control person · since July 2014
- Owns 25% to 50% of Obp Capital LLC
FP Meadows III Children'S Trust
Control person · since October 2004
- Owns 25% to 50% of Obp Capital LLC
FP Meadows III Education Trust
Control person · since October 2004
Obp Capital’s regulatory assets fell from $251M (May 2021) to $169M (May 2026); clients rose from 4 to 5 and employees from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $169M | 5 | 2 | 1 |
| May 2025 | $78.5M | 5 | 2 | 1 |
| May 2024 | $77.4M | 2 | 2 | 1 |
| May 2023 | $117M | 3 | 2 | 1 |
| June 2022 | $178M | 4 | 1 | 1 |
| May 2021 | $251M | 4 | 1 | 1 |
Besides its headquarters, Obp Capital has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 116 South Franklin Street, Rocky MountHQ
Contact and registration details
- Legal name
- Obp Capital LLC
- Headquarters
- 116 South Franklin Street, Rocky Mount, NC 27804
- Website
- obpcapital.com
- Phone
- 252-984-3808
- SEC file
- 801-80213
- Structure
- Delaware LLC
- Fiscal year end
- February
Obp Capital does not have custody of client assets.
How many clients does Obp Capital have?
Obp Capital has 5 clients and manages $169 million for them, as of May 2026. They include 5 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 May 2026
What services does Obp Capital offer?
Obp Capital provides portfolio management for investment companies and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Obp Capital have?
Obp Capital has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Obp Capital?
Obp Capital is owned through a holding company by Alston Meadows. Its direct owners are McIvy Company LLC (50% to 75%), Katherine Honey (50% to 75%), FP Meadows III Children'S Trust (25% to 50%) and FP Meadows III Education Trust (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 May 2026
How does Obp Capital get paid?
Obp Capital is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Obp Capital registered with the SEC?
Yes, Obp Capital has been registered with the SEC as an investment adviser since 12 September 2014. Its CRD number is 167619 and its SEC file number is 801-80213.
Source: Form ADV Part 1A, Item 1, filed 26 May 2026; IAPD firm record
How do I contact Obp Capital?
Obp Capital’s main office is at 116 South Franklin Street, Rocky Mount, NC 27804. Its phone number is 252-984-3808. Its website is obpcapital.com.