Cobblestone Capital Advisors

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

500 Linden Oaks Ste 210, Rochester, New ...

Phone Number

(585) 473-3333

Revenue

$6.9 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Cobblestone Capital Advisors

Cobblestone Capital Advisors offers comprehensive financial planning services, investment management, and fiduciary guidance, tailored to meet the unique needs of its clients. The firm supports individuals and families in navigating important financial milestones, including retirement and wealth preservation. They provide access to exclusive private investment opportunities for qualified investors, ensuring robust returns and diversification. As a registered investment advisor, Cobblestone is legally and ethically bound to act in the best interests of their clients.Explore more
Cobblestone Capital Advisors's Social MediaPopular SearchesCobblestone Capital Advisors LLCCobblestone Capital AdvisorsCobblestone Capital Partners LLCCobblestone Capital Advisors - IncCobblestone Capital LLCSIC Code 62,628NAICS Code 52,523Show more

Cobblestone Capital Advisors Org Chart

PhoneEmail
JG
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Chief Investment Officer & Managing Director

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Vice President, Financial & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cobblestone Capital Advis...

$6.9M
11-50
Private
-
1986
JG
Jason GarlockChief Investment Officer & Managing Director
$7.6M
11-50
Private
-
1962
$6.4M
11-50
Private
<$5M
2010
N/A
$5.9M
11-50
Private
<$5M
2001
$5.3M
11-50
Private
<$5M
2007
DC
Donald ChambersChief Investment Officer
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
-
2009
KZ
Kenneth ZannoniPresident & Wealth Chief & Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cobblestone Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cobblestone Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cobblestone Capital Advisors.

Cobblestone Capital Advisors Tech Stack

A closer look at the technologies used by Cobblestone Capital Advisors

Most Recent Scoops

Event
Person-Based
Jesse Cramer, Relationship Manager, appeared on a podcast called "ChooseFI" on 07/14/2025. Topics discussed include Financial planning, over-optimization, tax loss harvesting.
Events, Podcast
Event
Person-Based
Jesse Cramer, Associate Relationship Manager, has appeared on a podcast called "The Stacking Benjamins Show" on 11/05/2024. Topics discussed include Conservative retirement planning, financial independence, flexibility.
Events, Podcast
Event
Person-Based
Jesse Cramer, Associate Relationship Manager, appeared on a podcast called "The Stacking Benjamins Show" on 10/11/2024. Topics discussed include Health, wealth, retirement planning, HSA, fitness.
Events, Podcast
Event
Person-Based
Jesse Cramer, Associate Relationship Manager, has appeared on a podcast called "The Stacking Benjamins Show" on 09/27/2024. Topics discussed include Accountability, financial responsibility, degenerate economy, trivia.
Events, Podcast
Event
Person-Based
Events, Podcast
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Cobblestone Capital Advisors

What is Cobblestone Capital Advisors's official website?
Cobblestone Capital Advisors's official website is www.cobblestonecap.com
What is Cobblestone Capital Advisors's Revenue?
Cobblestone Capital Advisors's revenue is $6.9 Million
What is Cobblestone Capital Advisors's SIC code?
Cobblestone Capital Advisors's SIC: 62,628
What is Cobblestone Capital Advisors's NAICS code?
Cobblestone Capital Advisors's NAICS: 52,523
How many employees does Cobblestone Capital Advisors have?
Cobblestone Capital Advisors has 11-50 employees
What industry does Cobblestone Capital Advisors belong to?
Cobblestone Capital Advisors is in the industry of: Finance, Securities Trading
What is Cobblestone Capital Advisors competition?
Cobblestone Capital Advisors top competitors include: Congress Wealth Management, Biltmore Capital Advisors, RPg Family Wealth Advisory, Reynolds Wealth Management
What technology does Cobblestone Capital Advisors use?
Some of the popular technologies that Cobblestone Capital Advisors uses are: WordPress.org, PHP, Cloudflare CDN, Proofpoint
How do I contact Cobblestone Capital Advisors?
Cobblestone Capital Advisors contact info: Phone number: (585) 473-3333 Website: www.cobblestonecap.com
What does Cobblestone Capital Advisors do?

Cobblestone Capital Advisors offers comprehensive financial planning services, investment management, and fiduciary guidance, tailored to meet the unique needs of its clients. The firm supports individuals and families in navigating important financial milestones, including retirement and wealth preservation. They provide access to exclusive privat... e investment opportunities for qualified investors, ensuring robust returns and diversification. As a registered investment advisor, Cobblestone is legally and ethically bound to act in the best interests of their clients.Read More

What are Cobblestone Capital Advisors social media links?
Cobblestone Capital Advisors Linkedin page Cobblestone Capital Advisors Facebook page
Is Cobblestone Capital Advisors a public company?
Cobblestone Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Cobblestone Capital Advisors

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