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SCHWARZ INVESTMENT PARTNERS

SILVER LAKE, KS · CRD 113556 · IAPD ↗ · schwarzinvestmentpartners.com · (785) 582-5805

$184.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
October 2026 — SCHWARZ INVESTMENT PARTNERS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
55
June 2026 — COBLER CAPITAL MANAGEMENT, LLC is now doing business as SCHWARZ INVESTMENT PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
25
February 2026 — COBLER CAPITAL MANAGEMENT, LLC changed its website from bobschwarzfinancial.com to schwarzinvestmentpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
March 2025 — COBLER CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($126.6M -> $161.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — COBLER CAPITAL MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.