CB3 Financial Group

CB3 Financial Group provides wealth management, financial planning, retirement planning, and investment management services, operating under a fiduciary standard as a registered investment advisor. The firm likely tailors portfolios to client goals across asset classes like equities and fixed income. Details on specific alternative strategies or direct investments are not public.

As a registered investment advisor under the Investment Advisers Act of 1940, CB3 Financial Group is legally obligated to act as a fiduciary, meaning it must prioritize client interests over its own. This includes disclosing conflicts of interest and offering transparent fee structures.

The firm is structured as a registered investment advisor, which can serve both family offices and other high-net-worth clients. It is not publicly classified as a single-family office. Its multi-client advisory model differs from dedicated single-family offices.

Public sources do not detail a specific investment philosophy for CB3 Financial Group. The firm likely emphasizes capital preservation and growth through diversified, tax-efficient portfolios. No direct holdings or proprietary strategies have been disclosed in public filings.

The firm's AUM is not publicly available. As a registered investment advisor, it would file Form ADV with the SEC that may include assets under management, but that level of detail has not been accessed in this review.