COBBLESTONE ASSET MANAGEMENT LLC
Legal name: COBBLESTONE ASSET MANAGEMENT
CRD #326545 SEC #801-128273 RICHMOND, VA 804-272-8272
SEC Registered
Total AUM
$180.8M
Discretionary
$180.8M
Employees
4
Clients
251
Accounts
767
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $180.8M | $180.8M | $0 | 4 | 0 |
| Feb 2025 | $180.8M | $180.8M | $0 | 4 | 0 |
| Apr 2024 | $146.3M | $146.3M | $0 | 2 | 0 |
| Feb 2024 | $146.3M | $146.3M | $0 | 2 | 0 |
| Nov 2023 | $134.1M | $134.1M | $0 | 2 | 0 |
| Oct 2023 | $134.1M | $134.1M | $0 | 2 | 0 |
| Sep 2023 | $134.1M | $134.1M | $0 | 2 | 0 |
| Sep 2023 | $134.1M | $134.1M | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0