Cb&T Wealth Management, Inc. (Colorado Springs)

Name: Cb&T Wealth Management, Inc.
Address: 1 South Nevada, Colorado Springs, CO, 80903
Telephone: 719-228-1080

Cb&T Wealth Management, Inc. is a large advisory firm based in Colorado Springs. It manages $552.05 million of regulatory assets for 266 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, Colorado, and Minnesota.

Cb&T Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cb&T Wealth Management: assets under management

The assets under management (AUM) of Cb&T Wealth Management, Inc. is $552.05 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $525.14 million in discretionary accounts and $26.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.29 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $727.45 thousand.

Cb&T Wealth Management has custody of $469.8 million in cash and securities for 45 clients in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cb&T Wealth Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cb&T Wealth Management, Inc.

Steven Paul Condon has been acting as President since 1 Apr 2006. Deborah L Ferneyhough joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kimberley Ann Long	Chief compliance officer	1 Jul 2004	Other	2883393
Steven Paul Condon	President	1 Apr 2006	Other	1772510
Inc. Central Bancorp	Shareholder	1 Apr 2006	75% - 100%	20-4743038
Justin Andre Leveille	Chief operating officer	1 Apr 2006	Other	5308839
Deborah L Ferneyhough	Chief compliance officer	1 May 2007	Other	5034543
Ellis Dwight Rainsberger	Sr. vice president	1 May 2007	Other	1073580

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Steven Johnson	President & ceo	1 Apr 2006	25% - 50%	1462960
Jeffrey Blair Smith	Chairman of the board	1 Apr 2006	25% - 50%	5140327

Based in Colorado Springs

The principal office where Cb&T Wealth Management, Inc. performs its advisory services is located at 1 South Nevada, Colorado Springs, CO 80903, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 719-228-1080 or by fax 719-228-1081. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.centralbancorp.com.