COBLER CAPITAL MANAGEMENT, LLC
Adviser information for COBLER CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kansas, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 835 | $126.6M |
| Non-Discretionary | 0 | $0 |
| Total | 835 | $126.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 593 | $102.4M |
| HNW Individuals | 13 | $22.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $131,573 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-123523 |
|---|---|
| SEC ERA File Number | 801-123523 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 113556 |
| Legal Entity Identifier | None |
Principal Office
323 RAILROADSILVER LAKE
KS
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: (785) 582-5805, Fax: (785) 582-5275
Websites
Chief Compliance Officer
ROBERT W. SCHWARZ
323 RAILROAD
SILVER LAKE
KS
United States
Tel:
785-582-5805
Fax:
785-582-5275
R************@***************M
(Full email address available in API data)
Regulatory Contact
JULIE FALK
COMPLIANCE SUPERVISOR
323 RAILROAD ST.
104
SILVER LAKE
KS
United States
Tel:
7855825805
Fax:
(785) 582-5275
J********@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHWARZ, ROBERT, WAYNE | Individual | – | CHIEF COMPLIANCE OFFICER AND PRESIDENT | 01/2003 | > 75% |