SourcingSourcing

SCHWARZ INVESTMENT PARTNERS

A78
CRD 113556·SEC 801-123523·SILVER LAKE, KS
AUM
$184.9M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$555K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SCHWARZ INVESTMENT PARTNERS
CRD
113556
SEC file #
801-123523
EIN
—
DBA names
Cobler Capital Management, Llc

Economics

AUM
$184.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$161.6M → $184.9M▲ +14%
Client mix
Individuals Other693
Individuals High Net Worth21
Pension Profit Sharing Plans1
Charitable Organizations1
Corporations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
SILVER LAKE KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/08/2026
ADV-W filed at
—
Website
schwarzinvestmentpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHWARZ, ROBERT, WAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SCHWARZ, ROBERT, WAYNE
FALK, JULIE D
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SCHWARZINVESTMENTPARTNERS.COM
Rdap Domain Creation Date
2025-12-01T21:02:07Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3185
Soi Zip Pct 200k Plus
0.0667
Soi Zip Returns 200k Plus
90
Soi Zip Total AGI
122,328
Fdic Zip Total Deposits
1,196,780,000
Fdic Zip Branch Count
61
Fdic Zip Top Banks
Silver Lake Bank
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Peoples State BankSilver Lake, KS
Silver Lake BankSilver Lake, KS
Fdic Zip HHI
7626.54
Fdic Zip Top Bank Share Pct
87.02
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-12-01T21:02:07Z
Rdap Domain Last Changed
2025-12-01T21:02:08Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,252
Returns280
Stub 2
AGI10,087
Returns270
Stub 3
AGI13,437
Returns220
Soi Zip Total Business Income
3,319
Soi Zip Total Cap Gains
1,560
Soi Zip Total Dividends
1,455
Soi Zip Total Returns
1,350
Top Owner CRD
833465
Trust Company Affiliate
No

People (2)

2
SCHWARZ, ROBERT, WAYNE
IAR · Direct Owner · 87.5%
833465
Mark Benjamin Johnson
IAR
7944826