RIA Intel›Advisers›California›COBB, ROBERT DOUGLAS

COBB, ROBERT DOUGLAS

Advisory

SANTA ANA, CA

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in CA
#5,204
of 5,480 advisers by AUM
Average account
$20K
across 80 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
80
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients80
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ELITE WEALTH MANAGEMENT, LLC
SAN DIEGO, CA
$2M
GREYFOX INVESTORS LLC
$2M
WHISPER FINANCIAL LLC
$2M
JG WEALTH MANAGEMENT, LLC
ALISO VIEJO, CA
$2M
SUMMIT GATES CAPITAL LLC
$2M
CONTRERAS FINANCIAL, INC.
$2M

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