# CB INVESTMENT MANAGERS, LLC

CB INVESTMENT MANAGERS, LLC of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 124829
- Type: SEC-registered investment adviser
- SEC file number: 801-61754
- Location: 300 W VINE ST, LEXINGTON, KY, 40507
- Phone: 859-253-6248
- Latest filing: 2008-04-30
- Regulatory AUM: $45.2M
- Discretionary AUM: $45.2M
- Clients: 1
- Accounts: 1

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [HARRIS DAVID LEE](https://search.stillhousedata.com/person/739195) | MANAGER | — |
| [STORTZUM ROGER](https://search.stillhousedata.com/person/743221) | MANAGER | — |
| [WILSON KATHRYN MARIE HOLTON](https://search.stillhousedata.com/person/743222) | MANAGER; MANAGER, CHIEF COMPLIANCE OFFICER | — |
| [FYFFE TIMOTHY DORTON](https://search.stillhousedata.com/person/748221) | MANAGER | — |
| [KINCAID JANE WILSON](https://search.stillhousedata.com/person/763409) | SHAREHOLDER | — |
| [KINCAID JOAN DOUGLAS](https://search.stillhousedata.com/person/763410) | SHAREHOLDER | — |
| [WADE MARCIA](https://search.stillhousedata.com/person/801373) | MANAGER | — |
| [KINCAID JANE W](https://search.stillhousedata.com/person/806470) | SHAREHOLDER | — |
| [KINCAID JOAN D](https://search.stillhousedata.com/person/806471) | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124829/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124829/similar
- Related entities: https://search.stillhousedata.com/firm/124829/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124829

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.