|
⚲
|
| Cobblestone Asset Management LLC
✚
|
|
|---|---|
| CRD # | 326545 |
| SEC # | 801-128273 |
| CIK # | 0001994512 |
| AUM | $258.9 M (2026-05-18) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 804-272-8272 |
| Address | 11449 Robious Road Richmond, VA 23235 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 9.6 | ||
| iShares Bitcoin Trust | 3.0 | ||
| Palo Alto Networks Inc | 2.3 | ||
| Apple Inc | 2.2 | ||
| Sprott Physical Silver Trust | 2.2 | ||
| CrowdStrike Holdings Inc | 2.0 | ||
| iShares Ethereum Trust ETF | 1.9 | ||
| Philip Morris International Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 157.3 |
| (b) Individuals (high net worth individuals) | 32 | 96.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,042 | 258.9 |
| By Discretionary | ||
| Discretionary | 1,042 | 258.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,042 | 258.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.9 | |
| Total | 1,042 | 258.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001994512] |
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|---|---|---|
|
Global Financial Advisory Services Inc
✚
|
CA | 0.3 |
|
Elevation Wealth Management LLC
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|
0.3 | |
|
KURE Advisory LLC
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|
MN | 0.3 |
|
Northern Lights Advisors Inc
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WA | 0.3 |
|
724 Capital LLC
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|
0.3 | |
|
GK Wealth Management LLC
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NV | 0.3 |
|
Pacific Capital Associates Inc
✚
|
CA | 0.3 |
|
Triton Financial Group Inc
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|
OK | 0.3 |
|
UP Strategic Wealth Investment Advisors LLC
✚
|
PA | 0.3 |
|
Bush Investment Group LLC
✚
|
GA | 0.3 |