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Firm profile

Cb Capital LLC

NORTH SMITHFIELD, RICRD 300200Latest ADV August 6, 2026

Cb Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Smithfield, RI. Its latest Form ADV filing, dated August 6, 2026, reports $124M in regulatory assets under management, 1 employee, 1 office, and 188 accounts.

Assets Under Management
$124M
Employees
1
Offices
1 office
Total Clients
61
Primary office
NORTH SMITHFIELD, RI
949 EDDIE DOWLING HIGHWAY, NORTH SMITHFIELD, RI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristopher G. Benoit

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentHNWI represent 70.5% of total clients.
Top client categories% of clientsClients
1
HNWI
70.5%
43
2
Individuals
29.5%
18

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$124Mas of August 6, 2026
Discretionary99.6%
$124M
100% of total RAUM99.6%
Non-discretionary0.4%
$533K
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$124M
Total Accounts188
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee61:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.