RIA Intel›Advisers›Illinois›CB3 FINANCIAL GROUP, INC.

CB3 FINANCIAL GROUP, INC.

Advisory

IL

Data as of Aug 14, 2025 · Source: SEC Form ADV

Rank in IL

#1,341

of 1,719 advisers by AUM

Average account

$843K

across 35 accounts

AUM per adviser

$15M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2025.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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