CDB Advisory & Consulting

Overview

CDB Advisory & Consulting is a small, independent registered investment adviser operating as a sole proprietorship and registered with the SEC in 2021. The firm focuses on fee-based portfolio management and financial planning for individual and family clients, as well as for small businesses and institutions. Its mandate is predominantly discretionary portfolio management, with an investment stance that heavily favors fixed-income — most notably U.S. government bonds — suggesting a conservative, income- and capital-preservation orientation. The firm does not present itself as an ESG investor and is not structured as a multi-state or pension consultant adviser. Service offerings are straightforward: comprehensive financial planning and ongoing portfolio management for a limited number of clients. While CDB Advisory & Consulting does not identify as a capital allocator, it employs third-party fund managers to access alternative asset classes, supplementing its core fixed-income sleeve with private market and specialty exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices