AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Indiana / Obsidiant Partners LLC

Obsidiant Partners LLC

Registered in IndianaState-registered investment adviserCRD 332516

Filed as OBSIDIANT PARTNERS LLC

Obsidiant Partners LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

1 year
registered since 2024
$10,170,762
assets under management
3 arrangements
Percentage of assets, Hourly and more
2
disclosure items (Item 11)

Quick answers

From the filing

How is Obsidiant Partners LLC compensated?

On its Form ADV (Item 5.E, October 2026), Obsidiant Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Is Obsidiant Partners LLC registered with the SEC or a state?

Obsidiant Partners LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332516.

How much does Obsidiant Partners LLC manage?

Obsidiant Partners LLC reports $10,170,762 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

What types of clients does Obsidiant Partners LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (6).

Does Obsidiant Partners LLC report any disciplinary disclosures?

Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(4) (SEC or CFTC order) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332516

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$10,170,762

$10,170,762 as of October 2026, filing dated March 30, 2026.

Discretionary: $10,170,762.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 6 Assets $3,344,925 (33%)
High net worth individuals
Clients 7 Assets $6,825,837 (67%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2024 (1 year)
Employees
Total: 3. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
IN

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
  • 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
obsidiantpartners.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Obsidiant Partners LLC (CRD 332516): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/obsidiant-partners-llc-332516