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Cobb Sadler
22 Years of Experience
Nashville, TN
3 Disclosures
Cobb Sadler is a registered investment advisor at Catamount Strategic Advisors, LLC, based in Nashville, TN, with 22 years of industry experience. Cobb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $51M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$25.7M average
Assets Under Management
$51.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Also receives a 10% incentive fee on an annual basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4235 Hillsboro Pike #300, Nashville, TN, 37215
Get directionsHistory
Regulatory History (3)
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Regulatory
July 2025Final
Regulatory
September 2022Final
Regulatory
June 2019Final
Employment History
Current Registrations
Catamount Strategic Advisors, LLC
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Catamount Strategic Advisors, LLC
January 2017 - December 2018 · 1 yr 11 mos
Catamount Strategic Advisors
October 2009 - December 2015 · 6 yrs 2 mos
Deutsche Bank Securities INC.Broker
June 2005 - December 2008 · 3 yrs 6 mos
Piper Jaffray & CO.Broker
September 2004 - May 2005 · 8 mos
Banc of America Securities LLCBroker
December 2003 - September 2004 · 9 mos
Deutsche Bank Securities INC.Broker
April 2002 - November 2003 · 1 yr 7 mos
State Registrations1 state
TN
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.