A complete list of active advisors currently associated with CBB Investment Advisors

Warmer can help you find a great advisor at CBB Investment Advisors or one who fits your needs even better.

CBB Investment Advisors is a small, state-registered advisory firm that provides portfolio management services and generally charges percentage-of-assets-under-management fees; advisory activities are carried out by the firm’s single licensed investment adviser. The firm's Form ADV shows it currently reports no individual (non‑high‑net‑worth) or high‑net‑worth individual clients, a client profile that differs from most peers. The firm’s principal is responsible for formulating and monitoring investment advice, reviewing client accounts, and overseeing compliance, with most of that person’s time devoted to advisory activities while other owners perform non‑advisory functions. Clients retain discretion to implement recommendations, and the brochure states that implementation is solely at the client’s option and that use of affiliated insurance resources is not required. CBB’s structure includes several uncommon overlaps with other businesses: owners provide legal/structural guidance, operate an affiliated insurance agency and wholesaling relationships that can generate commissions or override payments, and hold ownership interests in an oil‑and‑gas entity. These multiple non‑advisory roles and affiliated relationships — and the firm’s solo‑adviser operating model with owners who do not give investment advice — are disclosed in the brochure and identified as potential conflicts subject to the firm’s stated mitigation procedures.

To learn more about the advisors currently working at CBB Investment Advisors, 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.