COBALT SEA ADVISORS, LLC
MIAMI BEACH, FLORIDA

We understand family culture, wealth planning coordination, and help to create a sustainable family legacy. As a leading independent family advisory firm, we thrive on the complex challenges of transferring both wealth and wisdom. CobaltSea adheres to the following principles: Client First Philosophy CobaltSea is a wealth management firm that emphasizes the building of lasting relationships with clients where services are based on fiduciary responsibility, integrity, and comprehensive personalized service. As a fiduciary advisory firm, CobaltSea always act in the best interest of our clients. Families can rest assured that we will provide objective, invaluable insights with no bias or conflict of interest. We have strongly aligned the interests of the firm with our clients. CobaltSea’s assets under management fee is the only source of compensation for our services. James Carlton is the Founder and President of CobaltSea Advisors. He started his Wall Street career with Bear Stearns, followed by stints with Lehman Brothers and Oppenheimer. James founded Cobalt Sea with the focal idea of convening a globally talented, academic team, with a best-in-class culture that provides holistic, multigenerational advice to wealthy families on a fee-only basis. He is responsible for leading the strategic, operating, and financial management activities of the firm and its clients. He has BBA in International Business from the University of Texas at Austin. Being raised in St. Louis, what did you dream of doing? Gina joined CobaltSea Advisors to help lead the firm’s growth and expansion. Previous to CobaltSea, Gina was the Director of Marketing & Client Relations for F.I.M. LEGNO S.p.A., international freight forwarders based outside of Milan, Italy. Gina’s passion for the holistic family point of view, and unlocking the opportunities it provides wealthy families, led her to CobaltSea and has helped shape the firm we are today. Is there anything you do every that helps to refine your interpersonal skills? For over two decades, Loring Ward has provided portfolio management and customized client services to a select group of America’s most knowledgeable and successful Independent Financial Advisory firms like CobaltSea Advisors. Loring Ward is headquartered in San Jose, California. Fund shares are not available directly to individuals but are limited to a select group of financial firms like CobaltSea Advisors. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience. For more than 30 years, DFA has helped investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. Their enduring philosophy and deep working relationships with the academic community underpin their approach to investing and form the foundation for new strategies. Dimensional Fund Advisors is headquartered in Austin, TX. The largest provider of dedicated custodial services to Independent Investment Advisors. You want your money to support your values, not to define them. We’ll help you design the life you imagine for yourself, your family, your future and your dreams – now and for generations to come. We focus on helping clients link their money and their values, identify their goals and objectives, and craft strategic long-term plans that allow for the changes that life inevitably brings. As a fiduciary advisory firm, we act in the best interest of our clients with no hidden agenda or conflicts of interest. We are dedicated to improving the individual and collective lives of those we serve. We are always ready to share ideas with you. We are always ready to share ideas with you. We are always ready to share ideas with you.