# CBT FINANCIAL PLANNING, INC.

CBT FINANCIAL PLANNING, INC. of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 155867
- Type: SEC-registered investment adviser
- SEC file number: 801-72078
- Location: 1130 ROOSEVELT, IRVINE, CA, 92620
- Phone: (949) 263-1883
- Latest filing: 2021-03-15
- Regulatory AUM: $203.0M
- Discretionary AUM: $176.7M
- Non-discretionary AUM: $26.3M
- Clients: 4
- Accounts: 112

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BAKER VIRGINIA ANN | CHIEF COMPLIANCE OFFICER; SOLE SHAREHOLDER / CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| THOERNER SCOTT JOSEPH | SOLE SHAREHOLDER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155867/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155867/similar
- Related entities: https://search.stillhousedata.com/firm/155867/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155867

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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.