RIA Intel›Advisers›Minnesota›CJB FINANCIAL LLC

CJB FINANCIAL LLC

Advisory

MN

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in MN

#476

of 511 advisers by AUM

Average account

$231K

across 219 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$51M

Discretionary AUM$0

Non-Discretionary AUM$51M

Discretionary %0%

Total Clients106

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, TX

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

106 clients

8 high-net-worth

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

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