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- Custodian
- Fidelity/NFS · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Vertex matrixAlpha
- Established Date
- 03-21-2023
- Office Locations
- 2
Office Locations
About Cottonwood Capital Advisors
Cottonwood Capital Advisors is an independent wealth management and financial planning firm serving individuals and families with goal-based planning, cash flow, education, legacy, and insurance planning. Portfolios are built around strategic asset allocation and implemented with mutual funds and ETFs, with investment due diligence performed every six months using research from Commonwealth Financial Network, Morningstar, Lowry, and Bloomberg. Client reviews are held annually with coordination across CPAs and attorneys; assets are custodied at Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN WILLIAM RUBOTTOM JR
DIRECTOR OF BUSINESS DEVELOPMENT, FOUNDER
- CRD
- #4576246
- Ownership
- 25% but less than 50%
STEPHEN BARNETT SHIPLEY
Chief Compliance Officer, DIRECTOR OF FINANCIAL PLANNING, FOUNDER
- CRD
- #2413071
- Ownership
- 25% but less than 50%
Timber element
Eagle atlas
- CRD
- #81147
- Ownership
- 31.6%
Showing 2 of 3 owners & executives
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CHRISTA DIANNE BASS
Financial Advisor
- CRD
- #6269088
Victor Berlizov
--
- CRD
- #8114576
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $347,343,569 | $542,724 |
| Non-Discretionary | $0 | -- |
| Total | $347,343,569 | $542,724 |
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Separately Managed Accounts
Total SMA Asset: $326,879,747
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $450,666,040 | 13.3% |
| Cash | $928,439,811 | 27.4% |
| Equity - Exchange | $548,931,567 | 16.2% |
| Municipal Bonds | $555,708,500 | 16.4% |
| Private Funds | $904,720,545 | 26.7% |
| Total | $3,388,466,463 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL PIONEER | ALPHA OAK | HF1ESE00I | QYS | 2.48% | $42,105,273 |
| BRIDGE VECTOR | GLACIER PEAK | HHAZ8SGUH | BFD | 11.23% | $100,425,963 |
| OPTIMA VECTOR VERTEX | PIONEER MATRIX | S5DW3V08H | HZPAH | 11.85% | $46,808,842 |
| ZENITH PRIME | BRIDGE RADIAL | 5CLQ51XQO | CPO | 0.63% | $22,288,460 |
| PEAK GLACIER | VERTEX OPTIMA | X9HHR7XK4 | GUOM | 8.95% | $74,522,320 |
| PATHWAY MATRIX | RIDGE VERTEX | TE4ZK2U1Z | JWZX | 4.90% | $45,330,067 |
| HORIZON MERIDIAN | CATALYST QUANTUM | TMYLSY22G | EQHUY | 3.96% | $61,583,819 |
| VERTEX LEGACY | MOMENTUM SIGNAL | G6XKAAX2K | AZC | 1.17% | $46,273,063 |