CRD: 129437
Cobb Financial, LLC
LEE, NH
6032925264
$8.2M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2004
- Office Locations
- 1
Office Locations
-- LEE NH
About Cobb Financial, LLC
Cobb Financial, LLC is a LEE-based RIA. The firm has been operating for 22 years. Managing $8.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$8.2M AVG AUM / ADVISOR
$454.0K AVG AUM / CLIENT
22.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Quantum
Client Personas
Zenith oak
Investment Themes
Crest frontier
Investment Vehicles
Wave pioneer
Services
Capital Wave vital
Owner & Executives
D
DOUGLAS ALLEN COBB
Investment Advisor, President
- CRD
- #4729745
- Ownership
- 75% or more
(612) 407-4366
signal.ember@bridgecapital.com
in linkedin.com/in/optima-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,171,844 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,171,844 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,171,844
Equity - Exchange:
27.9% Equity - OTC:
18.9% Corporate - Investment Grade:
21.0% Cash:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,817,959,448 | 27.9% |
| Equity - OTC | $1,231,520,916 | 18.9% |
| Corporate - Investment Grade | $1,368,356,574 | 21.0% |
| Cash | $2,098,146,746 | 32.2% |
| Total | $6,515,983,684 | 100.0% |