RIA Intel›Advisers›Ohio›OBS FINANCIAL SERVICES, INC.

OBS FINANCIAL SERVICES, INC.

Advisory

N·PERRYSBURG, OH

Data as of Jun 25, 2020 · Source: SEC Form ADV

Total AUM

$1.9B

1-Year AUM Growth

+7.8%

3-Year CAGR

+7.7%

Employees

13

Assets Under Management

Total AUM$1.9B

Discretionary AUM$861M

Non-Discretionary AUM$1.1B

Discretionary %44.7%

Total Clients—

Team

Total Employees13

Investment Advisers29

Employee Growth (1Y)—

Filing History

Total Filings on Record39

First FilingDec 1, 2005

Latest FilingJun 25, 2020

🔒 Full AUM trend chart and 39 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OBS FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.