CB CAPITAL LLC

CB CAPITAL LLC of NORTH SMITHFIELD, RI is an SEC-registered investment adviser (CRD 300200). Regulatory assets under management: $124.5M.

Registration

• CRD: 300200
• SEC file number: 801-136860
• Type: Registered investment adviser
• Location: 949 EDDIE DOWLING HIGHWAY, NORTH SMITHFIELD, RI, 02896
• Phone: (401) 768-3361
• Latest filing: 2026-08-06
• Regulatory AUM: $124.5M
• Discretionary AUM: $123.9M
• Non-discretionary AUM: $533K
• Clients: 1
• Accounts: 188

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300200 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search