Cobalt Financial Partners LLC

Overview

Cobalt Financial Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory scope centers on financial planning and portfolio management for individuals, small businesses, and business or institutional entities. Compensation is flexible: the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee arrangements. According to the available data, Cobalt does not position itself as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices