|
⚲
|
| CB Capital LLC
✚
|
|
|---|---|
| CRD # | 300200 |
| SEC # | 801-136860 |
| CIK # | |
| AUM | $124.5 M (2026-06-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 401-768-3361 |
| Address | 949 Eddie Dowling Highway North Smithfield, RI 02896 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 3.3 |
| (b) Individuals (high net worth individuals) | 43 | 121.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 188 | 124.5 |
| By Discretionary | ||
| Discretionary | 187 | 123.9 |
| Non-Discretionary | 1 | 0.5 |
| Total | 188 | 124.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.5 | |
| Total | 188 | 124.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harborview Asset Management LLC
✚
|
WA | 0.1 |
|
Summit Financial Partners Inc
✚
|
VA | 0.1 |
|
Captial Advisor Network
✚
|
IN | 0.1 |
|
Streamsong Advisors LLC
✚
|
MI | 0.1 |
|
SILA Financial LLC
✚
|
0.1 | |
|
Coral Wealth Management LLC
✚
|
FL | 0.1 |
|
Rilex Capital LLC
✚
|
NJ | 0.1 |
|
Watkinson Capital Advisors LLC
✚
|
PA | 0.1 |
|
Oakmont Wealth Advisory LLC
✚
|
MD | 0.1 |
|
Merryfield Barnes LLC
✚
|
NY | 0.1 |