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Cobblestone Asset Management

Updated today

Client assets under management

$253,365,126

Clients

432

7% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

108

Very High

Average account size

$586,493

About

Cobblestone Asset Management provides ongoing, discretionary portfolio management to individuals (including high‑net‑worth clients), corporations, and other investment advisors. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and also offers a platform that unaffiliated third‑party advisors may use to deliver portfolio management to their clients.

Investment advice is tailored to client objectives and typically emphasizes ETFs while also employing equities, fixed income, real estate funds, commodities, private placements and options where appropriate. Cobblestone uses a mix of analytical methods — including fundamental, quantitative, technical analysis and modern portfolio theory — applies model allocations alongside customized recommendations, and engages in both long‑ and short‑term trading and options strategies under discretionary authority.

Noteworthy for a firm of its size, Cobblestone serves as the sponsor of a wrap fee program and operates a platform for other advisors, arrangements it treats separately from its non‑wrap advisory services. Several supervised persons are registered representatives of an independent broker‑dealer (Independent Financial Group) and are licensed insurance agents and may accept commissions for brokerage or insurance sales; the firm discloses and documents those relationships and related conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Passive / index investing Private / alternative investments Real estate investing

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Fee options

Percentage

Up to 2.0% annually

Commissions

Commissions are accepted by some representatives for sale of investment products, but not the primary compensation for advisory services.

Main office location

Cobblestone Asset Management

9011 Arboretum Parkway, Suite 180

Richmond VA 23236, United States

Number of offices

1

Most active in

California · Colorado · Florida · Georgia · Maryland · North Carolina · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Richard K

Series 63, Series 65

Richmond, VA

Cobblestone Asset Management

Richard Krafcik is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2017. Krafcik serves on the steering team for Passion Community Church and is a board member of FC Richmond, a nonprofit soccer organization. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing tailored investment advice with a mix of ETFs, equities, fixed income, and alternative assets. The firm employs multiple analytical methods and offers services including a wrap fee program and a platform for third-party advisors.

Options & derivatives strategies Passive / index investing Private / alternative investments Real estate investing
user avatar

Jason D

Series 63, Series 65

Richmond, VA

Cobblestone Asset Management

Jason Dodzik is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group, Osaic Wealth, and Gallagher Fiduciary Advisors. Outside of his advisory role, he is involved in insurance services, acting as a life and long-term care insurance agent. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing ETFs alongside a range of asset classes. The firm employs multiple analytical methods and offers a platform for third-party advisors, managing both long- and short-term trading strategies under discretionary authority.

Options & derivatives strategies Passive / index investing Private / alternative investments Real estate investing
user avatar

Eric J

CFP®, CFA®, Series 66

Richmond, VA

Cobblestone Asset Management

Eric Jackson is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at Cobblestone Asset Management and the Independent Financial Group since 2020 and previously held roles at Envestnet MONEY GUIDE PRO and Capitol Securities Management Inc. Outside of his advisory work, he serves as an officer on the board of the Sigma Alpha Epsilon fraternity, managing alumni relations. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, tailoring investment advice to client goals with an emphasis on ETFs and a range of asset classes. The firm employs a variety of analytical methods and offers a platform used by third-party advisors.

Options & derivatives strategies Passive / index investing Private / alternative investments Real estate investing
user avatar

Ronald S

Series 63, Series 65

Richmond, VA

Cobblestone Asset Management

Ronald Stack is a financial advisor at Cobblestone Asset Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Independent Financial Group and National Planning Corporation. He has been associated with Cobblestone Asset Management since 2007 and operates Stack Financial Group for tax purposes. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing tailored investment strategies that include ETFs, equities, fixed income, and alternative assets. The firm employs multiple analytical methods and offers a platform used by third-party advisors alongside its own advisory services.

Options & derivatives strategies Passive / index investing Private / alternative investments Real estate investing
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