COBBLESTONE ASSET MANAGEMENT

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Virginia, 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	569	$146.3M
Non-Discretionary	0	$0
Total	569	$146.3M

Clients

Type	Number	RAUM
Individuals	225	$76.1M
HNW Individuals	32	$67.4M
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	0	$0
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	$2.8M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUM
Other Business Activities	Registered representative of a broker-dealer

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	0

Portfolio Manager to Program	Sponsor
COBBLESTONE ASSET MANAGEMENT WRAP FEE PROGRAM	COBBLESTONE ASSET MANAGEMENT

Identifiers

SEC RIA File Number	801-128273
SEC ERA File Number	801-128273
SEC CIK Numbers	1994512
SEC CRD Numbers	326545
Legal Entity Identifier	None

Principal Office

9011 ARBORETUM PARKWAY
SUITE 180
RICHMOND
VA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic