Advisor at Cobblestone Asset Management
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Firm
Cobblestone Asset Management
Location
Richmond, VA 23236
Credentials
Series 63, Series 65
Industry experience
19 years
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.
Based on Cobblestone Asset Management
Based on Cobblestone Asset Management
Up to 2.0% annually
Commissions are accepted by some representatives for sale of investment products, but not the primary compensation for advisory services.
9011 Arboretum Parkway, Suite 180
Richmond, VA 23236
Texas · Virginia
Independent Financial Group
2017 - Present (9 years)
Cobblestone Asset Management LLC
2007 - Present (19 years)
Stack Financial Group
2006 - 2019 (13 years)
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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Series 63, Series 66
Moseley, VA
Empire Wealth Management, LLC
Series 63, Series 66
Mechanicsville, VA
Rise Wealth Partners LLC
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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