Richard Robert Krafcik
Investment adviser representative at Cobblestone Asset Management
20 yearsExperience
2 statesRegistered in
$258.9MFirm assets
3 yearsFirm in business
Are you Richard Robert Krafcik? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Independent Financial GroupNov 2017 to now
- Cobblestone Asset Management LLCJan 2007 to now
- Stack Financial GroupDec 2006 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Cobblestone Asset Management
Legal name: Cobblestone Asset Management LLC
$258.9MAssets managed
432Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5011270
- Firm CRD
- 326545