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Osman Arain

Investment adviser representative at Evansbrook Capital Management
14 yearsExperience
6 statesRegistered in
CFADesignation
$225.7MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Evansbrook Capital ManagementOct 2023 to now
  2. Evansbrook LLC dba: Evansbrook Capital ManagementOct 2023 to now
  3. Romano BrothersJul 2017 to Oct 2023
  4. PNC Wealth ManagementNov 2012 to Jul 2017

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2006
  • Series 63 · Uniform Securities Agent State Law2017

State registrations

Registered as an investment adviser representative in 6 states (CA, CO, IL, MN, NH, TX).

Evansbrook Capital Management

Legal name: Evansbrook LLC

$225.7MAssets managed
110Clients
2Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2629717
Firm CRD
327916
Advisor's SEC record (opens in a new tab)
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