CB Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning, portfolio management for individuals and high‑net‑worth clients, retirement plan consulting for employer-sponsored pension and profit‑sharing plans, and specialized reinsurance consulting for automotive reinsurance companies. It delivers services on both discretionary and non‑discretionary bases and reports approximately $124 million in assets under management across roughly 61 client relationships.
The firm’s investment approach emphasizes strategic asset allocation, long‑term diversification, cost control, and tax efficiency, using fundamental analysis and client‑specific investment policies to construct portfolios that may include individual equities, bonds, mutual funds, and ETFs. When engaged by retirement plan sponsors, the firm frames its advice within ERISA and IRC fiduciary duties and provides ongoing plan monitoring, investment option review, and participant education.
What distinguishes the firm from many peers is its combination of retirement‑plan work for plan sponsors and targeted reinsurance consulting for automotive reinsurance entities, including guidance on trustee requirements, IRS and tax implications, and cash‑flow considerations. The adviser’s concurrent business experience in automotive dealer operations and an affiliated reinsurance enterprise is disclosed as a material business activity and informs its work with dealer‑sponsored reinsurance clients and related plan sponsor engagements.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically range from $2,500 to $7,500; reinsurance consulting fees generally range from $5,000 to $10,000.
$0 - $500,000: 0.70% $500,001 - $1,000,000: 0.60% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30% $10,000,000++: Customized
$350 per hour for financial planning; $500 per hour for reinsurance consulting services.
Account minimum: $500,000 Minimum fee: Minimum or flat fee ranging from $5,000 to $15,000/year may be applied as an alternative for investment management and retirement plan services.
Main office
949 Eddie Dowling Highway
North Smithfield RI 02896
Advisors at this office
1
Most active in
Florida · Massachusetts · New Hampshire · Pennsylvania · Rhode Island
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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