CRD: 109644
Cibc Private Wealth Advisors, Inc.
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- Custodian
- Charles Schwab & Company · Cibc Mellon · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-15-2000
- Office Locations
- 33
Office Locations
About Cibc Private Wealth Advisors, Inc.
CIBC Private Wealth US provides investment management and holistic wealth planning for individuals and families, pairing a diversified investment platform with cohesive wealth strategies, trustee services, and tailored private banking solutions (via CIBC Bank USA). The firm publishes regular market insights and thought leadership, and its investment platform has earned national recognition, including PAM’s Best High Net-Worth Investment Platform award and a #6 ranking in Barron’s 2025 Top 100 RIA Firms.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
GREGORY BRENT CAMPBELL
Chief Compliance Officer, DIRECTOR, General Counsel
- CRD
- #2777077
- Ownership
- Less than 5%
Paul Carey
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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SAMUEL A ADAMS
Relationship Manager
- CRD
- #6211077
Justin Scott Amico
Relationship Manager
- CRD
- #7491170
Showing 2 of 238 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,416,934,160 | $2,243,086 |
| Non-Discretionary | $3,423,350,092 | $11,373,256 |
| Total | $67,840,284,252 | $2,337,788 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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