Dakota
Dakota
Book a Demo
Talk to an Expert

CB Capital LLC

EST. AUM
$124,458,300

CONTACTS

CLIENT ACCOUNTS
188

Firm Details

Metro area Providence
CRD Number 300200
Website cbcapitalllc.com
Client types

Overview

CB Capital LLC is an independent, fee-only registered investment adviser founded in 2018 and based in North Smithfield, Rhode Island. It serves high-net-worth individuals, other individuals, small businesses, pension plans, estates, and trusts. CBC provides discretionary investment management alongside comprehensive financial planning and consulting. Its investment philosophy emphasizes strategic asset allocation, tax efficiency, fee minimization, behavioral finance, and long-term portfolio discipline rather than short-term market timing. Portfolios predominantly use broad-based ETFs alongside individual equities, bonds, money-market instruments, and other securities where appropriate.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy