Obsidiant Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,170,762
Clients
13
54% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
Very LowAverage account size
$782,366
About
Obsidiant Partners LLC is a recently formed (mid‑2024) registered investment adviser that serves a small client base of high‑net‑worth individuals and a range of institutional clients, including retirement plans and not‑for‑profit organizations. The firm offers discretionary portfolio management, financial planning, and non‑discretionary consulting services for businesses and nonprofits.
The firm develops individualized Personal Investment Plans or Investment Policy Statements and implements portfolios using Modern Portfolio Theory across equities, fixed income, mutual funds, ETFs and select liquid non‑traditional strategies. For many accounts Obsidiant delegates day‑to‑day discretionary management to an independent sub‑adviser (Goelzer Investment Management), which typically executes through an institutional custodian and manages the firm’s model equity, fixed‑income and liquid‑alternative strategies.
Noteworthy features include its small scale—about $10.2 million in discretionary AUM across roughly a dozen clients—and its explicit delegation of implementation to a sub‑adviser whose portion of fees is deferred for a three‑year period, a relationship the brochure discloses as creating an incentive the firm will monitor. The firm also discloses an affiliated consulting practice that serves small businesses and nonprofits, offers access to closed‑end interval funds and other liquid alternatives (which may require accredited‑investor subscription agreements), and generally leaves proxy voting to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Fee options
Minimum flat fee of $4,000 for asset-based consulting
$0 - $2,000,000: 1.00% (Standard Private Client Fee Schedule) $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50% $0 - $2,000,000: 0.70% (Standard Institutional Advisory Fee Schedule) $2,000,001 - $4,000,000: 0.60% $4,000,001+: 0.40%
$300 per hour
Account minimum: $500,000 Minimum fee: $4,000 minimum fee for most accounts above $500,000; no minimum fee for accounts $500,000 or below or for Standard Institutional Advisory accounts Fee-only: Asset-based consulting fee: $4,000 minimum flat fee; 0.50% on first $1 million; 0.30% up to $5 million; 0.10% over $5 million; Hourly fee: $300/hour; Negotiated fees also available
Main office location
Obsidiant Partners LLC
Carmel IN, United States
Number of offices
1
Most active in
Obsidiant Partners LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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