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Adam R. Abplanalp

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CRD#: 5454609
AA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Adam Robert Kendall Abplanalp, who also goes by Adam R. K. Abplanalp, Adam Robert Kendall, was a registered financial professional .

Adam is a previously registered financial professional and started their career in finance in 2007. Adam had worked at 2 firms and has passed the Series 65 and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Adam R. K. Abplanalp | Adam Robert Kendall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I serve as Managing Partner of Cobalt, P.C., a public accounting firm, and devote approximately 160 hours per month, all during securities trading hours. I serve as Chief Financial Officer of several companies, all of which are clients of Cobalt, P.C., and for which I devote approximately 100 hours per month collectively (all during securities trading hours). Additionally, I serve as Manager of Star Metro Management LLC (real estate property management; investment related), to which I devote approximately 5 hours per month, all during securities trading hours. I serve as Manager of Moab Investments LLC (private lending; investment-related) and Pine Shadow LLC (personal holding company), to which I devote approximately 4 hours per month collectively, all during securities trading hours. I serve as trustee of The Cobalt Group, Inc. 401(k) Plan and as trustee of the Narwhal Holdings 401(k) Plan and Trust, the Adam R. Kendall Abplanalp Revocable Trust, and the Sean M. Abplanalp Revocable Trust. I devote two hours per month, collectively (all during securities trading hours), to these duties. None of these entities are investment-related. Collectively with my spouse, I own, manage, and devote approximately 10 hours per month, collectively (all during securities trading hours), to the following businesses ?Palisades Property Management, Inc. (real estate property management; investment-related), ?Adventure Properties LLC (real estate holding company; investment-related), ?The Red Oak Group LLC (real estate holding company; investment-related), ?Narwhal Holdings LLC (personal holding company), ?Michael Marie LLC (family holding company), ?502 NE 78th LLC (real estate holding company; investment related), ?Rhodium Equity Partners LLC (private lending and investments; investment-related), ?Caribou Productions, Inc. (media production), ?Pine Box Media LLC (media production and distribution). Additionally, I am a licensed principal real estate broker (Oregon) and licensed designated managing real estate broker (Washington), which activity is conducted under Salal Real Estate LLC (which is owned 51% by Cobalt, P.C.) and Cobalt Real Estate Services LLC (which is owned 100 by Cobalt, P.C.), and to which I dedicate approximately 5 hours per month, all during securities trading hours. As these businesses are real estate brokerage companies, they are investment-related.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 24, 2023 - December 18, 2023

COBALT ADVISORS

RIA
CRD#: 323857
PORTLAND, OR
Past

December 10, 2007 - September 9, 2011

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
PORTLAND, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/22/2021
Uniform Investment Adviser Law Examination
Principal/Supervisory Exam
RR
Series 27
Date: 12/8/2007
Financial and Operations Principal Examination

Current Firm

CA
COBALT ADVISORS
COBALT ADVISORS | COBALT ADVISORS LLC

CRD#: 323857 / SEC#:

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Contact information

Main Address
2009 Ne Alberta St., Ste. 200, Portland, OR 97211
Mailing Address
Po Box 12207, Portland, OR 97212
Phone number
(503) 239-8432
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COBALT ADVISORS

CRD#: 323857

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