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OBSIDIAN CIO LLC

NEW YORK, NY · CRD 289000 · IAPD ↗ · obsidiancio.com · 917-403-2622

$1.28BRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — OBSIDIAN CIO, LLC is now doing business as OBSIDIAN CIO LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
30
February 2026 — OBSIDIAN CIO, LLC changed its website from fountainheadam.com to obsidiancio.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
February 2026 — OBSIDIAN CIO, LLC moved its main office from WARREN, NJ to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
February 2026 — FOUNTAINHEAD AM, LLC is now doing business as OBSIDIAN CIO, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
February 2026 — OBSIDIAN CIO, LLC crossed $1B in regulatory AUM ($964.5M -> $1.28B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
64
April 2025 — FOUNTAINHEAD AM, LLC reported RAUM up 30% ($739.2M -> $964.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — FOUNTAINHEAD AM, LLC reported RAUM up 43% ($515.8M -> $739.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.