CBL Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,039,515
Clients
66
Advisors
1
of 1 employees
About
CBL Wealth Management is a sole‑proprietor registered investment adviser that serves individuals, trusts, corporations and pension/profit‑sharing plans. The firm provides discretionary asset management, written financial planning and consulting, and conducts educational seminars and workshops for clients, prospective clients and the broader community.
The adviser emphasizes continuous account supervision and individualized portfolio construction, using both fundamental and technical analysis and tactical asset‑allocation adjustments to manage beta, duration and credit exposure. Investment strategies described in the brochure include long‑ and short‑term purchases, rebalancing, options (covered calls and spreads), short sales and margin transactions, with accounts reviewed at least quarterly or more often as circumstances warrant.
Noteworthy distinctions for a small independent, single‑advisor firm include licensed insurance activities—representatives act as insurance agents/brokers and may offer insurance products—and an explicit focus on pension and profit‑sharing plan clients and related pension consulting. The firm also offers no‑charge public seminars and discloses potential conflicts of interest from insurance sales, together with policies intended to manage those conflicts.
Client services
Expertise
Occupation focus
Fee options
Flat fees for consulting generally range from $350 to $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001+: Negotiable
Hourly fees from $150 to $350 for financial advice/consultation
Minimum fee: Minimum fee of $500 for written financial plans, minimum retainer of 50% not exceeding $500 for financial planning Fee-only: Hourly fees range from $150 to $350; flat fees for consulting range from $350 to $5,000
Main office
18564 Us Highway 18 Suite 205, Unit B1
Apple Valley CA 92307
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Cbl Wealth Management · Lindsay, Christopher Blair
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")