C
CDB Advisory & Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,203,665
Clients
3
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$8,401,222
About
CDB Advisory & Consulting provides comprehensive portfolio management and financial planning to high-net-worth individuals, trusts, foundations, family limited partnerships, corporations and institutional clients. The firm manages assets on a discretionary basis and offers tailored investment services across separately managed accounts and retirement accounts.
The firm’s investment process blends asset-allocation frameworks with quantitative, qualitative, technical and cyclical analysis, and employs a mix of ETFs, mutual funds, individual securities, fixed income and options. Notably, the adviser uses derivatives strategies, including options, within separately managed accounts as part of its portfolio management approach — a capability that is uncommon among independent peers.
The practice manages roughly $25.2 million for a very small client base and emphasizes relationships with higher-net-worth and institutional clients rather than retail, non‑HNW individuals. The principal brings long experience in institutional and private-bank settings and holds the CFA designation, and the firm operates on a discretionary, custodian-held model with standard quarterly reporting.
Client services
Financial planning
Portfolio management
Financial consulting services
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
Maximum annual fee not to exceed 1.00%, billed monthly in arrears pro-rata based on account value
Main office location
CDB Advisory & Consulting
Irvine CA, United States
Number of offices
1
Most active in
CDB Advisory & Consulting has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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