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COBBLESTONE ASSET MANAGEMENT
COBBLESTONE ASSET MANAGEMENT LLC
CRD 326545 · SEC 801-128273
11449 ROBIOUS ROAD, RICHMOND, VA, 23235, United States
Phone
804-272-8272
Fax
804-272-8269
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.9M
Discretionary AUM
$258.9M
Team
4 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 400 | $157.3M |
| High net worth individuals | 32 | $96.1M |
States served
CA, CO, GA, MD, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD