Leo W. Freeman

OBRAN CAPITAL ADVISORS LLC

Lincoln, CA

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CRD#: 6683309

Professional summary

Leo Wilens Freeman, who also goes by Rachel Lyn Freeman, Rachel Lyn Wilens, is a registered financial advisor currently at OBRAN CAPITAL ADVISORS LLC located in Lincoln, California.

Leo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Leo has worked at 3 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rachel Lyn Freeman | Rachel Lyn Wilens

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Leo Freeman is currently employed as the Director of Obran Group Capital Holdings LLC ("Obran Capital") and has held this role since September 2023. Obran Capital is the parent company of Obran Capital Advisors and is the direct subsidiary of Obran Cooperative LCA. The Obran Capital Director role is salary compensated and non-investment related. It accounts for approximately 40 hours of Leo's time per month. Leo Freeman is also the founder, CEO and co-owner of Chosen Family Office, a platform for integrated financial care teams. Chosen Family Office was originally a subsidiary of Obran Capital but spun off in January 2025. This activity is non-investment related and compensated on an hourly basis. It accounts for approximately 20 hours of Leo's time per month. Additionally, Leo Freeman is the owner of Leo Freeman LLC d.b.a. Capital J Consulting, providing non-investment related consulting to social justice organizations, foundations and individuals looking to align their wealth with ancestry/legacy and social movements. This activity is compensated on a contract basis and accounts for 1-5 hours of his time per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leo Wilens Freeman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2024 - Present

OBRAN CAPITAL ADVISORS LLC

RIA

CRD#: 325454

Lincoln, CA

Past

February 7, 2020 - October 21, 2021

ADASINA SOCIAL CAPITAL

RIA

CRD#: 151411

SAN FRANCISCO, CA

Past

December 16, 2017 - November 6, 2019

SMART INVESTOR, LLC

RIA

CRD#: 116587

ROSEVILLE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/20/2024)

IAR

Massachusetts
(1/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/15/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/3/2020

Securities Industry Essentials Examination

Current Firm

OBRAN CAPITAL ADVISORS LLC

OBRAN CAPITAL ADVISORS LLC | OBRAN CAPITAL ADVISORS, LLC

CRD#: 325454 / SEC#:

California

Registered Investment Advisory firm - (2/20/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (8/29/2023 Approved)

Texas

Registered Investment Advisory firm - (9/17/2025 Approved)

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Contact information

Main Address

Boston, MA

Mailing Address

Phone number

(617) 356-7410

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 23,055,739

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Leo W. Freeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leo Wilens Freeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

OBRAN CAPITAL ADVISORS LLC

ADASINA SOCIAL CAPITAL

SMART INVESTOR, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2017

SIE

Date: 10/3/2020

Current Firm

OBRAN CAPITAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OBRAN CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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