SourcingSourcing

COBBLESTONE ASSET MANAGEMENT LLC

C40
CRD 326545·SEC 801-128273·RICHMOND, VA
AUM
$258.9M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$777K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COBBLESTONE ASSET MANAGEMENT LLC
CRD
326545
SEC file #
801-128273
EIN
834300011
DBA names
Cobblestone Asset Management

Economics

AUM
$258.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$180.8M → $258.9M▲ +43%
Client mix
Individuals Other400
Individuals High Net Worth32

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
RICHMOND VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
facebook.com/cobblestoneassetmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRAFCIK, RICHARD, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KRAFCIK, RICHARD, ROBERT
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001994512
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2023-10-19
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001994512-26-000005

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2732
Soi Zip Pct 200k Plus
0.0599
Soi Zip Returns 200k Plus
870
Soi Zip Total AGI
1,162,419
Fdic Zip Total Deposits
4,681,876,000
Fdic Zip Branch Count
152
Fdic Zip Top Banks
Wells Fargo Bank, National Association
First Market Bank, FSB

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
9011 ARBORETUM PARKWAYSUITE 180RICHMOND, VA 23236
Business
9011 ARBORETUM PARKWAYSUITE 180RICHMOND, VA 23236
Edgar EIN
834300011
Edgar Recent Filings
13F-HR2026-04-28 · 0001994512-26-000005
13F-HR2026-01-15 · 0001994512-26-000001
Fdic Zip Branches Raw
Signet Bank-VirginiaRichmond, VA
Signet Bank-VirginiaRichmond, VA
Fdic Zip HHI
1856.51
Fdic Zip Top Bank Share Pct
34.41
Fdic Zip Year
2024
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,550
Returns3,450
Stub 2
AGI112,028
Returns3,010
Stub 3
AGI143,716
Returns2,330
Soi Zip Total Business Income
28,225
Soi Zip Total Cap Gains
34,709
Soi Zip Total Dividends
26,920
Soi Zip Total Returns
14,530
Top Owner CRD
5011270
Trust Company Affiliate
No

People (4)

4
KRAFCIK, RICHARD, ROBERT
IAR · Direct Owner · 87.5%
5011270
ERIC WARREN JACKSON
IAR
6648336
RONALD KENNETH STACK
IAR
2016842
JASON DODZIK
IAR
4512063