$25.2M Total AUM
$25.2M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Timber timber
- Established Date
- 06-04-2021
- Office Locations
- 1
Office Locations
-- Irvine CA
About CDB Advisory & Consulting
CDB Advisory & Consulting is a boutique RIA in Irvine, CA providing financial planning and portfolio construction alongside asset management, with insurance and business succession support. The firm works with retail clients including entrepreneurs and invests primarily in fixed income and public markets using ETFs and mutual funds. Its SMA allocation is heavily tilted to U.S. government/agency bonds, with custody including Charles Schwab.
Team overview
-- AVG AGE
$25.2M AVG AUM / ADVISOR
$8.4M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Vital Radial matrix Ember wave Timber ridge Vector Wave unison
Client Personas
North
Custodian
Capital
Investment Themes
Radial unison Fusion Radial bridge
Investment Vehicles
Crest capital Ridge zenith
Services
Delta delta Ridge Zenith timber Vertex delta Value capital Optima foundation
Technology
Pathway
Owner & Executives
CHRISTINE DARLENE BLANCHARD
Chief Compliance Officer, President
- CRD
- #2125084
- Ownership
- 75% or more
(433) 693-2623
quantum.ember@focuscapital.com
in linkedin.com/in/pioneer-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,203,665 | $1,330,000 |
| Non-Discretionary | $0 | $924,000 |
| Total | $25,203,665 | $1,310,667 |
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Separately Managed Accounts
Total SMA Asset: $25,203,665
U.S. Government/Agency:
11.4% Equity - Exchange:
17.3% Public Funds:
33.2% Cash:
38.1% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $146,691,026 | 11.4% |
| Equity - Exchange | $222,610,066 | 17.3% |
| Public Funds | $427,205,444 | 33.2% |
| Cash | $490,256,849 | 38.1% |
| Total | $1,286,763,385 | 100.0% |