# CB3 FINANCIAL GROUP, INC.

CB3 FINANCIAL GROUP, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 159156
- Type: SEC-registered investment adviser
- Phone: 3125137486
- Latest filing: 2025-08-14
- Regulatory AUM: $29.5M
- Discretionary AUM: $29.5M
- Clients: 2
- Accounts: 35

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159156/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159156/similar
- Related entities: https://search.stillhousedata.com/firm/159156/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159156

---

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.