Obsidian Investment Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,111,000
Clients
45
Advisors
1
of 1 employees
About
Obsidian Investment Advisers is a fee‑only registered investment adviser that serves individuals (including high‑net‑worth clients), charitable organizations, foundations and corporate or business clients. The firm provides discretionary portfolio management through separately managed accounts and also offers financial planning and consulting services, including retirement, estate, tax planning and evaluation of private offering documents.
The firm’s stated focus is on assessing and managing investment risk, using client‑supplied information to develop a written investment policy statement that guides portfolio construction and the allocation between equity and fixed‑income components. Accounts are maintained at third‑party custodians and the adviser typically operates with discretionary authority consistent with clients’ written guidelines, while offering hourly or negotiated flat‑fee consulting when account supervision is not provided.
What is distinctive for a solo independent adviser is the combination of a small, long‑standing practice (in operation since 1999, managing roughly $19.37 million for a relatively small client base) with institutional‑style services — including portfolio management for charitable institutions, foundations, endowments and corporate clients, which is uncommon among peers. The firm is fee‑only, does not custody client assets or vote proxies, and blends institutional practices with hands‑on advisory work.
Client services
Expertise
Fee options
Negotiated flat fees typically ranging from $350 to $1,800 depending on project scope
$0 - $500,000: 2.00% per year $500,000 - $3,000,000: 1.50% per year $3,000,000+: 1.00% per year
$350 per hour
Account minimum: $250,000 minimum Minimum fee: $500 minimum annual fee per household or institution Fee-only: Fee-only advisor; clients pay fees based on assets under management, no commissions received by the firm
Main office
Redmond WA
Advisors at this office
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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