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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KRAFCIK, RICHARD, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 14, 2025 REGISTERED
Notice Filings (8)
CA FL GA MD NC SC TX VA
Address
9011 ARBORETUM PARKWAYSUITE 180
RICHMOND, VA 23236
United States
Phone: 804-272-8272