FormDSignal
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Cobalt Financial Partners LLC registers with the SEC

New SEC-registered adviser · CRD 168710 · 801-137126 · effective 2026-08-20

Effective 2026-08-20. 1 employee (1 advisory), $108M regulatory AUM across 96 accounts. Notice-filed in MD, TX. Limited Liability Company (MD).

No website listed

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance