$184.9M Total AUM
$184.9M Disc. AUM
-- 3Y CAGR
3 Employees
717 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-06-2001
- Office Locations
- 1
Office Locations
323 Railroad Silver Lake KS
About Schwarz Investment Partners
Cobler Capital Management, LLC is a Kansas-based RIA providing personalized financial planning and ongoing guidance on investing and retirement decisions for local households. Portfolios are primarily ETF-based, and the firm custodies with Charles Schwab. The team also hosts the “Kansas Money Talk” series sharing practical, Kansas-focused insights.
Team overview
-- AVG AGE
$92.4M AVG AUM / ADVISOR
$257.9K AVG AUM / CLIENT
13.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Ridge Crest
Custodian
Element
Investment Themes
Harbor
Investment Vehicles
Oak catalyst
Services
Pathway foundation Summit Summit timber Matrix vector Horizon North radial
Owner & Executives
R
ROBERT WAYNE SCHWARZ
Managing Partner
- CRD
- #833465
- Ownership
- 75% or more
(672) 874-8125
optima.capital@northcapital.com
in linkedin.com/in/focus-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
Mark Benjamin Johnson
Director
- CRD
- #7944826
(239) 500-5609
radial.pathway@timbercapital.com
in linkedin.com/in/peak-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,894,020 | $202,513 |
| Non-Discretionary | $0 | -- |
| Total | $184,894,020 | $202,513 |
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Separately Managed Accounts
Total SMA Asset: $184,894,020
Equity - Exchange:
27.5% Cash:
24.8% Public Funds:
21.4% U.S. Government/Agency:
26.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,195,594,051 | 27.5% |
| Cash | $1,980,026,636 | 24.8% |
| Public Funds | $1,708,571,371 | 21.4% |
| U.S. Government/Agency | $2,099,786,311 | 26.3% |
| Total | $7,983,978,369 | 100.0% |
13F Holdings | Q2 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX ZENITH ZENITH | RIDGE ZENITH | UCKDUSKSS | WEV | 12.04% | $105,275,597 |
| MOMENTUM BRIDGE SUMMIT | INSIGHT VALUE | RAV2OHGFC | VEE | 8.40% | $32,869,843 |
| ZENITH INSIGHT EAGLE | OPTIMA OPTIMA | TQ83IRXM3 | MPO | 3.31% | $29,074,254 |
| OAK OAK | BRIDGE FUSION | HDDTRH693 | VGAOQ | 0.92% | $57,401,605 |
| PEAK TIMBER | SUMMIT CAPITAL | I6H98FYGR | JGZ | 11.72% | $6,694,720 |
| WAVE ELEMENT | ZENITH EMBER | AQFKAQ7FT | REF | 5.05% | $2,931,718 |
| ZENITH INSIGHT | VITAL PATHWAY | CA4KX6CME | YHREK | 5.73% | $79,808,049 |
| UNISON PIONEER | MOMENTUM BEACON | OC0SQO5I2 | NWGU | 2.83% | $99,717,622 |