OBSIDIAN CIO, LLC
SEC RegisteredIt Starts With Your Business
About the firm
Obsidian CIO provides outsourced chief investment office (OCIO) solutions tailored to align with the unique needs and goals of businesses, offering a comprehensive suite of solutions that go beyond conventional asset management services. Established in 2017, the firm leverages deep market expertise and an integrated technology stack to help clients deliver an institutional-level investment approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Outsourced chief investment office (OCIO) solutions, including an integrated technology stack, institutional-level investment approach, and a comprehensive suite of solutions designed to help advisors focus on client acquisition and servicing while growing assets under management.
Who they serve
Independent Registered Investment Advisors (RIAs), associated Investment Advisor Representatives (IARs), and Financial Intermediaries
| Client segment | Clients | Assets managed |
|---|---|---|
| Insurance Companies | 7 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of January 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OBSIDIAN CIO, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.