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Cobler Capital Management, LLC

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Client assets under management

$180,731,831

Clients

714

3% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

357

Very High

Average account size

$253,126

About

The firm provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and corporations, developing a personal investment policy through in-depth interviews and ongoing oversight. It manages approximately $184.9 million in discretionary assets across over 700 client accounts and charges asset-based advisory fees.

Investment decisions are guided primarily by fundamental analysis, with both long- and short-term holdings selected to match each client’s objectives and risk tolerance; the firm uses a broad mix of securities, including exchange-listed equities, fixed income, mutual funds, ETFs, variable annuities, and municipal securities, and generally does not recommend frequent trading. Accounts are reviewed at least annually and custody and fee-billing arrangements are conducted through a third-party custodian the firm recommends to clients.

Noteworthy features include an unusually high client-to-advisor ratio—more than 200 clients per advisor—which is uncommon for similar firms and could reflect a more standardized service model. The firm’s advisers are licensed insurance agents through an affiliated insurance group and the owner is registered as a broker-dealer representative, arrangements the brochure discloses as potential conflicts of interest because they allow for commission-based insurance or brokerage transactions; the firm also disclaims proxy-voting authority, leaving vote decisions to clients.

Client services

Portfolio management

Expertise

Wealth management

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Fee options

Percentage

0.70% annually

Commissions

Separately, commissions may be earned by Robert Schwarz in his capacity as registered representative of OFG Financial Services, Inc.

Main office location

Cobler Capital Management, LLC

323 Railroad

Silver Lake KS 66539, United States

Number of offices

1

Most active in

Kansas · Louisiana · Missouri · Nebraska · Texas

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

Robert S

CFP®, Series 63

Silver Lake, KS

Cobler Capital Management, LLC

Robert Schwarz is a financial advisor with Cobler Capital Management, LLC, holding the CFP® and Series 63 designations and bringing 49 years of industry experience. His career includes multiple roles at Cobler Capital Management and Schwarz Investment Partners, among others. He serves on the board of directors for New Century Bank. Cobler Capital Management provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis to guide investment decisions, managing a broad range of securities and maintaining a high client-to-advisor ratio.

Wealth management
user avatar

Mark J

Series 65

Silver Lake, KS

Cobler Capital Management, LLC

Mark Johnson is a financial advisor with Cobler Capital Management, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Cobler Capital, he worked at Schwarz Investment Partners and Bob Schwarz Financial. Outside of finance, he serves as a high school girls basketball coach and track jumps coach for Unified School District #372. Cobler Capital Management provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and corporations, managing approximately $184.9 million in assets across over 700 client accounts. The firm’s investment approach emphasizes fundamental analysis with a diversified mix of securities tailored to client objectives and risk tolerance, maintaining generally low turnover and conducting account reviews at least annually.

Wealth management
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