C
Cobb Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,171,844
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$453,991
About
Cobb Financial, LLC provides discretionary investment management to individual clients, building portfolios of individual stocks, bonds, exchange-traded funds and occasional mutual funds, and delivers financial planning services. The firm also offers tax preparation and separate CFO/business consulting engagements under distinct fee arrangements.
The sole advisor constructs portfolios using a combination of fundamental and technical analysis, emphasizing diversification across sectors and capitalization sizes, and conducts periodic reviews with at least quarterly reporting. Accounts are monitored for asset allocation and changes in goals or risk tolerance, and the firm generally works with accounts at or above a $100,000 threshold.
Distinctive for an independent RIA, the firm is structured around a licensed accountant/principal who offers tax preparation and CFO-style services in addition to investment advisory work, an affiliation that is statistically uncommon among peers. The advisor also maintains a full-time corporate finance role, and the practice’s small scale—roughly 18 client portfolios and about $8.1 million in discretionary AUM—results in a practitioner-led model that blends investment management with tax and business advisory capabilities not typical for similarly sized firms.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
Business succession planning
Fee options
Fees for Financial Plans are at a flat rate negotiated with the client prior to signing the Agreement.
$0 - $50,000: 1.50% $50,000 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000+: 0.75%
Fees for CFO Services are computed at an hourly rate; rates are negotiated with the client prior to agreement.
Account minimum: $100,000
Main office location
Cobb Financial, LLC
Lee NH, United States
Number of offices
1
Most active in
Cobb Financial, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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