Cobalt Financial Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 168710
- Registered since
- August 20, 2026
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.89%
- Charitable Organizations9.04%
- Individuals4.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cobalt Financial Partners LLC is an independent registered investment adviser organized as a limited liability company and noted in FINTRX as SEC-registered in 2026. Ownership is listed as individual and the firm serves both individual/family and institutional clients. Its advisory services include financial planning plus portfolio management for individuals, small businesses, and larger business or institutional clients. The firm reports charging fees based on assets under management as well as hourly and fixed fees. According to the filing data, Cobalt is not an active ESG investor, is not designated as a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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