Cb Capital LLC

Cb Capital LLC (CRD# 300200) is a financial advisory firm headquartered in North Smithfield, RI. They manage $67,556,595 in 133 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
949 Eddie Dowling Highway, North Smithfield, RI 02896
http://www.cbcapitalllc.com
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $507,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, PA, RI

Financial Advisors at Cb Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Benoit, financial advisor North Smithfield RI
Christopher G. Benoit
CRD#: 7058010
949 Eddie Dowling Highway, North Smithfield, RI 02896

Christopher Benoit (CRD# 7058010) is an Investment Advisor Representative working at Cb Capital LLC in North Smithfield, RI and has over 4 years of experience in the finance industry. Christopher Benoit has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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