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Cb Capital LLC registers with the SEC (North Smithfield, RI)
New SEC-registered adviser · CRD 300200 · 801-136860 · effective 2026-08-27
Effective 2026-08-27. 1 employee (1 advisory), $124M regulatory AUM across 188 accounts. Notice-filed in NH, MA, PA, RI, FL. Limited Liability Company (RI).
Has custodyNotice-filed in 5+ states
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance