Onus Observer LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,410
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$35,410
About
Onus Observer LLC provides discretionary asset management, financial planning, and consulting services, including non-discretionary advisory work for third‑party managers. According to the brochure, the firm reported approximately $35,410 in assets under management and one client as of December 31, 2025.
The firm tailors portfolios and financial plans to documented client goals, time horizons and risk tolerances, using fundamental and cyclical analysis as part of its research. Strategies described include long‑ and short‑term investments and option writing, and the firm may recommend a cash‑management platform while directing clients to custody assets with Charles Schwab for execution and custody services.
Distinctive features noted in the brochure include consulting engagements with third‑party managers on matters such as valuation, private fund formation and operational strategy — services the firm provides on a non‑discretionary basis. The firm also discloses operational practices that differ from many peers: it does not vote client proxies, it manages accounts separately rather than aggregating trades, and it receives custodial support services from its chosen custodian.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Cash flow / budgeting
Long-term care insurance
Tax-loss harvesting
Options & derivatives strategies
Fee options
Consulting arrangement fees: initial flat fee $25,000 for first 2 months plus $2,500 weekly thereafter (negotiable)
Up to 0.90% annually (negotiable)
$250 per hour for financial planning
Main office location
Onus Observer LLC
San Francisco CA, United States
Number of offices
1
Most active in
Onus Observer LLC has reported serving >5 clients in these states in the last 12 months.
California
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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