Cobler Capital Management, LLC

Assets Under Management

$161.6M

Number of Clients

662

Number of Advisors

3

Average Client AUM

$244K

AUM per Advisor

$53.9M

Compensation

Fee-Only (AUM)

About This Firm

Cobler Capital Management, LLC (CCM, LLC) offers Investment Supervisory Services, providing continuous advice and investment management based on individual client needs. They develop personalized investment policies through in-depth discussions and manage portfolios accordingly, using various securities. CCM, LLC manages advisory accounts on a discretionary basis only.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.70%

Portfolio management fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

323 Railroad, Silver Lake, KS, 66539

3 Advisors at this firm