KOBATA FINANCIAL

KOBATA FINANCIAL of ATASCADERO, CA is an SEC-registered investment adviser (CRD 112001).

Registration

• CRD: 112001
• Type: Registered investment adviser
• Location: 4555 EL CAMINO REAL SUITE E, ATASCADERO, CA, 93422
• Phone: 805-460-0597
• Latest filing: 2026-01-29
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112001 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search