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Obsidian Personal Planning Solutions, LLC

CRD 168342SEC# 801-78523Rockville, MD
Export (members)
No longer SEC-registered. Obsidian Personal Planning Solutions, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$407.2M
Employees
10
Accounts
1,395
Location
Rockville, MD

Obsidian Personal Planning Solutions, LLC assets under management

Obsidian Personal Planning Solutions, LLC operates as an SEC-registered investment adviser based in Rockville, MD. It reports $407.2 million in regulatory assets under management and employs 10 people.
View on SEC.gov ↗

Obsidian Personal Planning Solutions, LLC owners & executives

4 reported
NameTitleOwnershipSince
Obsidian Planning Holdings, LLC ControlManaging MemberOver 75%2007
Patrick Kenneth Carroll ControlChief Compliance OfficerUnder 5%2017
Todd Michael FeldmanMemberUnder 5%2022
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Frequently asked questions

How much does Obsidian Personal Planning Solutions, LLC manage?

Obsidian Personal Planning Solutions, LLC reports $407.2 million in regulatory assets under management on its Form ADV.

How many employees does Obsidian Personal Planning Solutions, LLC have?

Obsidian Personal Planning Solutions, LLC reports 10 employees.

Where is Obsidian Personal Planning Solutions, LLC located?

Obsidian Personal Planning Solutions, LLC is based in Rockville, MD.

Does Obsidian Personal Planning Solutions, LLC disclose fund performance?

Obsidian Personal Planning Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2099 Gaither Road, Suite 110, Rockville, MD 20850
Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Regulatory AUM

$407.2MNo change
Mar '25 — $407.2MApr '25 — $407.2MMay '25 — $407.2MJun '25 — $407.2MJul '25 — $407.2MAug '25 — $407.2MSep '25 — $407.2MOct '25 — $407.2MNov '25 — $407.2MDec '25 — $407.2MJan '26 — $407.2MFeb '26 — $407.2MMar '26 — $407.2MApr '26 — $407.2MMay '26 — $407.2MJun '26 — $407.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$407.2Mregulatory AUM
Discretionary $341.7MNon-discretionary $65.5M