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, owner-operated RIA structured as an LLC. The firm is registered with the SEC (registered in 2023) and charges clients on a percentage-of-AUM basis. Its client focus is individuals and families, and its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Cobblestone also operates as a registered representative of a broker-dealer and as an insurance broker, and it describes itself as a capital allocator — meaning it places client capital with third-party managers in addition to managing in-house exposures. The firm does not identify as an active ESG investor.
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
- 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 52Active vs passive
$291M in ETFs
52%
$152M
32%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $37.9M | 752,655 | 13.01% |
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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