CB3 Financial Group, Inc.

CB3 Financial Group provides investment management and wealth‑planning services to individuals (including high‑net‑worth clients), families, business entities and non‑profit organizations. The firm offers portfolio management, financial planning and customized programs that include actively managed equity and bond strategies, derivatives and other alternative investments, and generally charges fees on a percentage‑of‑assets‑under‑management basis.

CB3 performs discretionary portfolio management through three named programs—Growth, Growth Income and Discretionary Strategies—that trade global equities, ETFs and multi‑asset funds using a combination of fundamental, technical and quantitative analysis supported by proprietary software. Client assets are held at an independent custodian (Interactive Brokers) and the firm provides periodic performance reviews and 24/7 online monitoring.

Noteworthy for a small advisory team managing roughly $29.5 million for about 35 clients, CB3 operates an explicitly aggressive Discretionary Strategies sleeve focused on mega‑cap and emerging companies developing generative artificial intelligence technologies, which the brochure describes as volatile and without risk‑management overlays and requires an in‑person or video interview to open. The firm also emphasizes multi‑currency/global trading and use of derivatives/FOREX, and its stated account minimums vary by program (from $50,000–$100,000 for specific programs while elsewhere noting a typical $500,000 guideline, with advisor discretion to accept smaller accounts).