Overview
Assets Under Management: $259 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 32
Average Client Assets: $3.0 million
Frequently Asked Questions
COBBLESTONE ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326545), COBBLESTONE ASSET MANAGEMENT is subject to fiduciary duty under federal law.
COBBLESTONE ASSET MANAGEMENT is headquartered in RICHMOND, VA.
COBBLESTONE ASSET MANAGEMENT serves 32 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, COBBLESTONE ASSET MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COBBLESTONE ASSET MANAGEMENT manages $259 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, COBBLESTONE ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.13%
Average Client Assets: $3.0 million
Total Client Accounts: 1,042
Discretionary Accounts: 1,042
Regulatory Filings
CRD Number: 326545
Filing ID: 2047791
Last Filing Date: 2026-02-03 10:01:43