Cb&H Wealth Management Services, L.L.C. (Richmond)

Cb&H Wealth Management Services, L.L.C. is a large advisory firm based in Richmond. It manages $250.52 million of regulatory assets for 786 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Georgia, North Carolina, and 3 other states.

Cb&H Wealth Management Services, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cb&H Wealth Management Services, L.L.C: assets under management

The assets under management (AUM) of Cb&H Wealth Management Services, L.L.C. is $250.52 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $243.7 million in discretionary accounts and $6.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $315.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $487.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cb&H Wealth Management Services, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cb&H Wealth Management Services, L.L.C.

David Bruce Richards has been acting as President since 1 Oct 2007. Tina Marie Leiter joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Based in Richmond

The principal office where Cb&H Wealth Management Services, L.L.C. performs its advisory services is located at 200 South 10 Th Street, Richmond, VA 23219, which is also the mailing address of the firm. An additional office of the firm is in Virginia Beach, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-673-4224 or by fax 804-673-4290. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cbh.com.

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