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Cb Investment Managers, LLC (Lexington)


Cb Investment Managers, LLC is a large advisory firm based in Lexington. It manages $45.23 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Kentucky.

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Cb Investment Managers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cb Investment Managers: assets under management

The assets under management (AUM) of Cb Investment Managers, LLC is $45.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.23 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cb Investment Managers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Central Bancshares Shareholder 1 Dec 2002 75% - 100% 61-1247980
Garvice D. Kincaid Trust Fund C Shareholder 1 Dec 2002 75% - 100% 61-6109785
Jane W Kincaid Shareholder 1 Jan 2008 25% - 50% 5485052
Joan D Kincaid Shareholder 1 Jan 2008 25% - 50% 5485058
Jane Wilson Kincaid Shareholder 1 Jan 2008 25% - 50% 5485052
Joan Douglas Kincaid Shareholder 1 Jan 2008 25% - 50% 5485058

Based in Lexington

The principal office where Cb Investment Managers, LLC performs its advisory services is located at 300 W Vine St, Lexington, KY 40507 1621 The mailing address of the firm is P.O. Box 1360, Lexington, KY 40588 1360. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-253-8106 or by fax 859-253-6244. The normal business hours are 8:00 - 4:45 on Monday - Friday. You can find more information about the New York firm at www.centralbank.com.


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