Obsidian Investment Advisers, LLC

Overview

Obsidian Investment Advisers, LLC is a small, independent registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual and family clients, with some institutional or business relationships. The firm leans toward conservative positioning at the account level: nearly half of reported assets are held in cash and cash equivalents, reflecting an emphasis on liquidity and capital preservation alongside active management. Service delivery mixes traditional asset-management fees with non-standard fee arrangements—percentage of AUM, hourly charges and fixed fees—so the firm can tailor engagement economics to individual client needs. The adviser is structured as a single-owner limited liability company and focuses on direct portfolio management for individuals/small businesses as well as businesses or institutional clients rather than acting as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices