CB Capital LLC

Overview

CB Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on advice for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements, giving flexibility for different client needs. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not described as a multi-state or newly formed adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives