CLB Financial

Overview

CLB Financial operates as a sole-proprietorship independent registered investment adviser serving individual and family clients with a fee model based on a percentage of assets under management. The firm's advisory services center on financial planning and portfolio management for individuals and small businesses. Investment activity shows a clear tilt toward publicly traded equities and exchange-traded strategies as the primary allocation vehicle, with portfolio construction geared toward liquid, equity-focused exposure supplemented by fixed-income and pooled products when appropriate. Manager allocation is handled through third-party relationships when the adviser seeks exposure outside of core public equities. The firm does not identify itself as an active ESG investor and is structured to serve a relatively small client base with personalized portfolios rather than institutional mandate work or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices