CB CAPITAL LLC

Overview

CB Capital LLC is an independent registered investment adviser that works with individuals, families and a limited set of institutional clients. The firm emphasizes equity exposure, using exchange-traded securities as its primary building block, and offers a mix of advisory services that includes financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which lets the firm tailor charges to planning projects as well as ongoing portfolio management. Investment behavior skews toward liquid public markets: equities are the dominant exposure across client portfolios, with active discretionary management of accounts and a preference for exchange-traded instruments. The firm is not identified as an active ESG investor and is structured as a limited liability company owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices