CDB Advisory & Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CDB Advisory & Consulting is a California-registered, sole-proprietorship advisory firm that offers comprehensive portfolio management and financial planning to a range of clients, including individuals, high-net-worth clients, trusts, corporations, charitable organizations and foundations. The firm’s brochure describes discretionary asset-management services that may include individual stocks, bonds, ETFs, mutual funds, options and other public and private securities.
The firm’s investment process draws on multiple methods of analysis — charting/technical, cyclical, qualitative and quantitative — and implements asset-allocation strategies from strategic to tactical and core-satellite, with ongoing monitoring and periodic rebalancing. Portfolios may include ETFs, mutual funds and fixed-income securities, and the firm generally manages accounts on a discretionary basis with custodial execution through Schwab.
Noteworthy for an independent single-advisor practice, the brochure reports the firm manages roughly $25.2 million in discretionary assets and includes institutional client types such as private and public foundations and corporations, indicating it provides institutional portfolio management that is less common among peers. The brochure also discloses the use of derivatives and options within separately managed accounts, an investment approach that a small minority of similar independent firms report using.
Client services
Expertise
Fee options
Maximum annual fee of 0.75% of assets under management, billed monthly in advance on a pro-rata basis
Main office
Irvine CA
Advisors at this office
1
Most active in
California
Also doing business as
Blanchard, Christine Darlene · Cdb Advisory & Consulting
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
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")