$36.5M Total AUM
$36.5M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
18 yrs Firm Age
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison
- Established Date
- 02-01-2008
- Office Locations
- 1
Office Locations
1050 West Blue Ridge Blvd. Kansas City MO
About Cobb Wealth Management, LLC
Cobb Wealth Management, LLC is a Kansas City, MO registered investment adviser serving entrepreneurs and other clients with financial planning and discretionary portfolio management. The firm emphasizes asset allocation and risk management, implementing portfolios primarily with ETFs alongside cash and modest fixed income exposure, with custody available through Charles Schwab.
Team overview
-- AVG AGE
$36.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
18.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Frontier legacy Vital
Client Personas
Quantum
Custodian
Pathway momentum Unison harbor Vertex
Investment Themes
Element Optima oak
Investment Vehicles
Vertex
Services
Pathway Pioneer Vital matrix Optima alpha Prime element Ember pathway Vital
Technology
Ridge
Owner & Executives
J
JEFFREY JAMES COBB
Chief Compliance Officer, Managing Member
- CRD
- #2389105
- Ownership
- 75% or more
(735) 422-1125
radial.capital@optimacapital.com
in linkedin.com/in/bridge-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,500,571 | $122,000 |
| Non-Discretionary | $0 | $1,187,718 |
| Total | $36,500,571 | $189,308 |
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Separately Managed Accounts
Total SMA Asset: $36,500,571
Equity - Exchange:
28.2% Cash:
20.2% Corporate - Investment Grade:
18.9% Public Funds:
19.0% U.S. Government/Agency:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $845,640,391 | 28.2% |
| Cash | $605,742,408 | 20.2% |
| Corporate - Investment Grade | $566,758,985 | 18.9% |
| Public Funds | $569,757,710 | 19.0% |
| U.S. Government/Agency | $410,825,297 | 13.7% |
| Total | $2,998,724,791 | 100.0% |