Austin Taylor Kobilka
Investment adviser representative at Altruist Advisors LLC
10 yearsExperience
1 stateRegistered in
$190MFirm assets
Under 1 yearFirm in business
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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
Experience
10 years in the industry.
- Altruist Advisors LLCSep 2026 to now
- Altruist Advisors LLC d/b/a Patriot Wealth ManagementSep 2026 to now
- Patriot Wealth ManagementJun 2018 to now
- Retirement Wealth AdvisorsJun 2018 to now
- Brookstone Capital ManagementJan 2022 to Sep 2026
- Formulafolio Investments, Inc.Jun 2018 to Dec 2021
- High Point UniversityAug 2017 to May 2018
- Broad Run Golfers ClubMay 2017 to Aug 2017
- High Point UniversityAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
Altruist Advisors LLC
$190MAssets managed
244Clients
6Advisers
Under 1 yearIn 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
- 6938932
- Firm CRD
- 340784