$29.5M Total AUM
$29.5M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Quantum beaconEmber +more
- Established Date
- 11-01-2011
- Office Locations
- 1
Office Locations
-- Glen Ellyn IL
About CB3 Financial Group, Inc.
CB3 Financial Group provides transparent, accountable portfolio management and wealth management for retail families, with direct access to the portfolio manager and trading desk. The firm emphasizes co-investment (trading the same assets clients own) and quick liquidity, and runs ETF-focused managed programs. It also publishes weekly educational videos and performance commentary on YouTube.
Team overview
-- AVG AGE
$14.8M AVG AUM / ADVISOR
$842.9K AVG AUM / CLIENT
14.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Quantum timber Catalyst value Oak
Custodian
Matrix atlas Catalyst crest Value Pathway focus Pioneer peak Optima
Investment Themes
Vital Timber
Investment Vehicles
North
Platform
Ridge Alpha
Services
Prime unison Fusion Foundation bridge Vertex Foundation prime
Technology
Vital Foundation Ridge radial
Owner & Executives
C
CHARLES RIDGELY PUE BROWN III
Advisor, President
- CRD
- #4760377
- Ownership
- 50% but less than 75%
(546) 427-4222
bridge.matrix@glaciercapital.com
in linkedin.com/in/vector-zenith
ALICE ANN BROWN
Portfolio Manager, VICE PRESIDENT
- CRD
- #4832339
- Ownership
- 25% but less than 50%
(916) 763-4708
insight.frontier@embercapital.com
in linkedin.com/in/insight-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,500,000
Equity - Exchange:
64.8% Cash:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,106,413,594 | 64.8% |
| Cash | $1,144,224,668 | 35.2% |
| Total | $3,250,638,262 | 100.0% |