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COBALT FINANCIAL PARTNERS LLC
CRD 168710
613 SIDELING COURT, SYKESVILLE, MD, 21784, United States
Phone
410-309-4200
Fax
443-276-6300
Registration
— (—)
Source
State registered
Total AUM
$98.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $4.2M |
| High net worth individuals | 76 | $85.5M |
| Pension/profit sharing plans | 4 | $9.1M |
Official SEC filing: View on IAPD