CB3 FINANCIAL GROUP, INC.

CB3 FINANCIAL GROUP, INC. is an SEC-registered investment adviser (CRD 159156). Regulatory assets under management: $29.5M.

Registration

• CRD: 159156
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159156 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search