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| CHB Investment Group LLC
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| CRD # | 313354 |
| SEC # | 801-120852 |
| CIK # | 0001933274 |
| AUM | $214.2 M (2025-02-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 215-862-6900 |
| Address | 31 North Main Street New Hope, PA 18938 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001933274 |
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| NRG Energy Inc | 4.1 | ||
| Aflac Inc | 3.9 | ||
| Metropcs Communications Inc | 3.9 | ||
| Stryker Corp | 3.9 | ||
| Berkley W R Corp | 3.8 | ||
| Boston Scientific Corp | 3.8 | ||
| O Reilly Automotive Inc | 3.8 | ||
| Broadridge Financial Solutions Inc | 3.8 | ||
| Motorola Inc | 3.8 | ||
| Darden Restaurants Inc | 3.8 | ||
| Automatic Data Processing Inc | 3.8 | ||
| Rollins Inc | 3.8 | ||
| ServiceNow Inc | 3.8 | ||
| Garmin Ltd | 3.8 | ||
| Wal Mart Stores Inc | 3.8 | ||
| CBOE Holdings Inc | 3.7 | ||
| Brown & Brown Inc | 3.6 | ||
| VISA Inc | 3.6 | ||
| Hartford Financial Services Group Inc/DE | 3.6 | ||
| Republic Services Inc | 3.5 | ||
| Autozone Inc | 3.5 | ||
| McKesson Corp | 3.5 | ||
| Progressive Corp/Oh/ | 3.5 | ||
| Allstate Corp | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 26.7 |
| (b) Individuals (high net worth individuals) | 200 | 183.2 |
| (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 | 1 | 0.2 |
| (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 | 4 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 710 | 214.2 |
| By Discretionary | ||
| Discretionary | 710 | 214.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 710 | 214.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.2 | |
| Total | 710 | 214.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001933274] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cutter Financial Group LLC
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|
MA | 0.2 |
|
Prevail Wealth Management LLC
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|
WA | 0.2 |
|
Conscious Wealth Investments LLC
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|
0.2 | |
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Lansdowne Wealth Management LLC
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CT | 0.2 |
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Crescent Sterling Ltd
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LA | 0.2 |
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Sector Analysts LLC
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PA | 0.2 |
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Paladin Advisory Group LLC
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IA | 0.2 |
|
NERD Wallet Wealth Partners
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|
NY | 0.2 |
|
Clark Wealth Partners LLC
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|
IL | 0.2 |
|
Burrus Financial Services Inc
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|
UT | 0.2 |