Cb Capital LLC: new SEC registration, $124M AUM, North Smithfield, RI
Cb Capital LLC (North Smithfield, Rhode Island): new SEC registration, $124M AUM, North Smithfield, RI. Its amount of 124 is below the median of 134 (43rd percentile). Dated 70 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 124 · 43th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 4 related RI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cb Capital LLC |
| Legal name | Cb Capital LLC |
| CRD | 300200 |
| Status | Approved |
| Registered with the SEC | 2026-08-27 |
| Latest Form ADV filing | 2026-09-04 |
| Location | North Smithfield, RI, United States |
| Regulatory AUM | $124,458,300 |
| Accounts | 188 |
| Employees | 1 |
| Website | http://www.CBCapitalLLC.com |
| amount percentile | 43th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (5 RI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (RI first): Veritas Wealth Management · Ncu Investment Solutions · Blue Chip Financial Advisors, LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Cb Capital LLC and 5 Rhode Island peers
- Rhode Island NewRiaPulse records like this one: 5
- Cb Capital LLC's amount: 43rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Rhode Island peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $124M under management.
- Website on file.
What is the NewRiaPulse record for Cb Capital LLC in North Smithfield, Rhode Island?
Cb Capital LLC received SEC registration as an investment adviser (2026-08-27) with $124,458,300 in regulatory assets under management, based in North Smithfield, RI.
How does Cb Capital LLC compare to other Rhode Island NewRiaPulse records?
Its amount of 124 is below the median (43th percentile); smaller records often move faster and face less competition. It is 70 days old; check the official source for later updates before acting.
Cb Capital LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cb Capital LLC | North Smithfield, RI | 124 | 43rd | 2026-08-27 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Rhode Island NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.