# OBS FINANCIAL SERVICES, INC.

OBS FINANCIAL SERVICES, INC. of PERRYSBURG, OH is an SEC-registered investment adviser.

## Registration

- CRD: 138615
- Type: SEC-registered investment adviser
- SEC file number: 801-65110
- Location: 6330 LEVIS COMMON BLVD, PERRYSBURG, OH, 43551
- Phone: 419-482-4500
- Latest filing: 2020-06-25
- Regulatory AUM: $1.9B
- Discretionary AUM: $861.0M
- Non-discretionary AUM: $1.1B
- Clients: 29
- Accounts: 4,642

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| HENRY JOHN WELDON | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| BACKES MARK ELLIOTT | CHIEF COMPLIANCE OFFICER | — |
| FARLEY CATHERINE ELIZABETH | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| CAMPBELL DAVID SCOTT | OWNER; PRESIDENT; REPRESENTATIVE | — |
| KING PAUL STEPHEN | COMPLIANCE | — |
| OVERY KEVIN MICHAEL | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; OWNER | — |
| GOLDMAN CHARLES GEORGE | CHIEF EXECUTIVE OFFICER | — |
| BLUE CLAIRE GOLVEO | CHIEF COMPLIANCE OFFICER | — |
| ZYLA GARY GEORGE | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138615/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138615/similar
- Related entities: https://search.stillhousedata.com/firm/138615/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138615

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.