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 independently owned registered investment adviser organized as an LLC and SEC-registered in 2023. The firm focuses on serving individual and family clients and charges fees tied to assets under management. In addition to its RIA activities, Cobblestone’s principals operate as a registered representative of a broker-dealer and as an insurance broker, which complements their financial planning and portfolio management services for individuals and small businesses. The firm also offers manager selection services and acts as a capital allocator to third-party investment managers. Cobblestone does not identify as an active ESG investor.
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 4JASON 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 49Active vs passive
$257M in ETFs
58%
$150M
29%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $27.7M | 546,363 | 10.75% |
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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