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By combining domain expertise, actionable strength, world class service, and outstanding operational support we cultivating synergistic relationships between corporate entities to help achieve sustainable prosperity and global equality.
Our Mission
Business Advisory Services
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Taking your business assets to the next level
Being in your corner also means backing you up with the tools, platforms, and strategies to build your business and serve your clients. It also means always striving to get better at what we do.
Delivering Exceptional Wealth Management Solutions
Our exclusive focus is on providing the support and services independent advisors need to take care of their clients, stay ahead of the competition, and thrive as small business owners.
Managing an Efficient Practice
A asset management firm should help you make the best use of your time. That’s why CBM Holding’s operational, technology, and regulatory support is all about increasing your efficiency.
Growing Your Business
In a constantly changing marketplace, we provide resources to help you market your services to clients and prospects, increase your
productivity, and even find the right acquisition opportunity.
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We're Good With Numbers
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35
Years of Experience
9
Qualified Experts
47
Clients Every Year
Intl. Partners
About Us
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Our goal is to empower strategies that meet our clients’ needs, while providing exceptional support that generates asset growth. This help ensures that our investment strategies are well-positioned to meet our members needs while building long-term, sustainable practices, and platforms which benefit our family of companies' diverse experiences, prowess and technology innovations.
Flexibility and Freedom
We’re a firm designed to conform to the vision you have for your practice rather than making you adapt to ours. That’s what “being in your corner” means to us. We provides shared resources, infrastructure and intelligence across start-ups so they can focus on building their core products and services.
Multiple Affiliation Options
We offer a choice of affiliation options, from OSJs and direct independent advisor status to dynamic Hybrid RIA. You choose what works best for you.
Transition with Confidence
When you work with CBM Holdings, a team of transition professionals will work closely with you to thoroughly plan your transition process according to your unique requirements. We takes a tiger team approach by injecting experienced and qualified expertise across many companies, thereby reducing operational and capital expenditure.
Our Edge
Martin Rockwell
CBM Holdings is a world class group their business and technology advisory services where the best we've ever worked.
Gabriella Smith
From concept to full scale international event this group knows how to throw a party. it was such a pleasure working with their professional advisors.
Phil Jackson
The portfolio of assets under management is quite impressive. I've always been a big beliver in transformational technologies.
We invest millions to arm our members with the technology and resources to better serve your strategic needs.