CB Capital LLC
Firm details
- Headquarters
- North Smithfield, Rhode Island
- CRD number
- 300200
- Registered since
- August 27, 2026
- Website
- cb-cap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.34%
- Individuals2.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
CB Capital LLC is an independent, individual-owned registered investment adviser that serves individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing options include a percentage-of-AUM fee schedule as well as hourly and fixed-fee arrangements. CB Capital reports that it does not position itself as a capital allocator and does not engage in ESG-focused investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- US Government Bonds19%
- Exchange Traded Equities13%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Christopher Benoit
Founder and PrincipalCRD 7058010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Smithfield, RI
Providence
Location
North Smithfield, RI
Headquartered in North Smithfield, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Providence
- Address
- 949 Eddie Dowling Hwy
- Time zone
- ET (UTC-5)
- Office locations
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