A complete list of active advisors currently associated with CB Capital LLC

Warmer can help you find a great advisor at CB Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at CB Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christopher Benoit	North Smithfield, RI	7

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