Cobblestone Asset Management
Firm details
- Headquarters
- North Chesterfield, Virginia
- CRD number
- 326545
- Registered since
- July 3, 2023
- Fee structure
- Percentage of AUM
- Client types
- Individuals60.74%
- HNWI37.13%
- Corporations / Businesses2.02%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cobblestone Asset Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves primarily individual and family clients and operates on a percentage-of-AUM fee model. Cobblestone functions as a capital allocator, sourcing and directing client capital to third-party managers in addition to providing conventional advisory work: financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm also operates in broker-dealer and insurance-broker capacities through registered-rep and insurance brokerage activities. Cobblestone does not identify as an active ESG investor and is not marketed as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Jason Dodzik
Owner / Financial AdvisorCRD 4512063
Richard Krafcik
Managing Partner, Financial AdvisorCRD 5011270
Ronald Stack
PresidentCRD 2016842
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$280M in ETFs
54%
$150M
31%
$130M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $36.3M | 716,865 | 12.97% |
Location
North Chesterfield, VA
Chesterfield
Location
North Chesterfield, VA
Headquartered in North Chesterfield, VA, in the South of the United States.
- Region
- South
- County
- Chesterfield
- Address
- 11449 Robious Rd
- Time zone
- ET (UTC-5)
- Office locations
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