CRD: 326545
Cobblestone Asset Management
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Catalyst radialMeridian
- Established Date
- 07-03-2023
- Office Locations
- 2
Office Locations
About Cobblestone Asset Management
Cobblestone Asset Management is a Richmond, VA registered investment advisor providing investment management and financial planning, using a data-driven, systematic process to target an appropriate risk/return mix. The firm supports individuals and families with retirement transitions, estate planning and risk management, and also works with financial professionals on portfolio management and operational support. Brokerage services are through Independent Financial Group (FINRA/SIPC), with an online client portal and ongoing market/education content (including YouTube).
Team overview
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Custodian
Investment Themes
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Services
Technology
Owner & Executives
RICHARD ROBERT KRAFCIK JR.
Chief Compliance Officer, Managing Member
- CRD
- #5011270
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JASON DODZIK
--
- CRD
- #4512063
ERIC WARREN JACKSON
--
- CRD
- #6648336
Frontier harbor
Optima foundation beacon
- CRD
- #93090
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,879,212 | $248,445 |
| Non-Discretionary | $0 | -- |
| Total | $258,879,212 | $248,445 |
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Separately Managed Accounts
Total SMA Asset: $258,879,212
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,619,677,416 | 57.1% |
| Public Funds | $680,775,096 | 24.0% |
| Cash | $536,110,389 | 18.9% |
| Total | $2,836,562,901 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE UNISON | EAGLE MERIDIAN | D38KKDBD6 | HNXT | 12.41% | $70,265,868 |
| PIONEER NORTH OAK | FOUNDATION TIMBER | GQ8IZA90W | OOJ | 12.09% | $103,318,261 |
| EAGLE OAK | FUSION OAK | ERMVOD1ZW | ZLC | 7.29% | $74,984,134 |
| HORIZON VITAL OPTIMA | VECTOR OAK | B0KPEO7Q1 | KZPXZ | 9.26% | $40,661,054 |
| VITAL CAPITAL | ZENITH FOCUS | 9ZODFZXOI | FPIXI | 12.01% | $111,944,462 |
| HARBOR FOCUS PEAK | ELEMENT FOUNDATION | 2GPAX7AI6 | VXG | 9.72% | $60,086,762 |
| VERTEX CAPITAL | OPTIMA VECTOR | 6P59RG6VL | GQBT | 3.55% | $22,856,410 |
| EAGLE QUANTUM VECTOR | EAGLE VERTEX | JA8AHHRNI | SMETI | 4.00% | $85,205,323 |