Cottonwood Capital Advisors, Llc
- Regulatory AUM
- $279M
- Discretionary
- $271M
- Clients
- 238
- Avg AUM / client
- $1.2M
- Accounts
- 638
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 185 | $64.7M | 23.2% |
| High net worth individuals | 45 | $137M | 49.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $8.9M | 3.2% |
| Charitable organizations | 6 | $68.0M | 24.4% |
| Corporations and other businesses | Fewer than 5 clients | $405K | 0.15% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $2.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Asymm Venture Fund, Llc | Venture Capital Fund | Delaware | $2.2M | 6 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Donald Pappas | Managing Partner | Oct 2020 (6y) | 50% – 75% | |
| Thomas J Pappas | Managing Partner & Chief Compliance Officer | Oct 2020 (6y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $2.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Asymm Venture Fund, Llc | Venture Capital Fund | $2.2M | $100K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.69 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $270M (97% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗