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COBBLESTONE ASSET MANAGEMENT

RICHMOND, VA · CRD 326545 · IAPD ↗ · 804-272-8272

$258.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
March 2026 — COBBLESTONE ASSET MANAGEMENT reported RAUM up 43% ($180.8M -> $258.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — COBBLESTONE ASSET MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2025 — COBBLESTONE ASSET MANAGEMENT notice-filed in MD, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — COBBLESTONE ASSET MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
March 2024 — COBBLESTONE ASSET MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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