Cobalt Financial Partners LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated August 3, 2026, reports $108M in regulatory assets under management, 1 employee, and 96 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.3% of total clients.
Top client categories% of clientsClients
1
HNWI
80.3%
53
2
Individuals
15.2%
10
3
Charitable
4.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$108Mas of August 3, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$108M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$108M
Total Accounts96
10Y AUM Change—
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee66:1
10Y Employee Change—
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.