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CB CAPITAL LLC
CRD 300200
949 EDDIE DOWLING HIGHWAY, NORTH SMITHFIELD, RI, 02896, United States
Phone
(401) 768-3361
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$146.7M
Discretionary AUM
$123.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.3M |
| High net worth individuals | 43 | $121.2M |
| Pension/profit sharing plans | 9 | $22.2M |
All web addresses on file
Official SEC filing: View on IAPD