# CB3 Financial Group

CB3 Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://cb3financial.com

## Regulatory record

- **CRD number:** 159156
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159156

## About

CB3 Financial Group, Inc. is a state-registered investment adviser with approximately $30 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

## Questions

### How does CB3 Financial Group ensure it acts in the best interest of clients?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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