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COBALT FINANCIAL PARTNERS LLC

· CRD 168710 · IAPD ↗ · 410-309-4200

$108.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — COBALT FINANCIAL PARTNERS LLC (location n/a) is newly SEC-registered with $108.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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