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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-23-2019
- Office Locations
- 1
Office Locations
About CB Capital LLC
CB Capital is an independent, fee-only fiduciary RIA providing comprehensive financial planning and investment management for individuals, families, small business owners and trustees, with integrated tax, estate and risk management support. Portfolios emphasize diversified asset allocation using ETFs and high-quality fixed income. A differentiator for partners: specialized automotive reinsurance advisory covering both underwriting and investment components (Schwab/Interactive Brokers custody).
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
CHRISTOPHER GREG BENOIT
Chief Compliance Officer, Principal
- CRD
- #7058010
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,925,035 | -- |
| Non-Discretionary | $533,265 | -- |
| Total | $124,458,300 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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