Clbi Investments Inc (Walnut Creek)


Clbi Investments Inc is an adviser based in Walnut Creek. It manages $37.64 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Clbi Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clbi Investments: assets under management

The assets under management (AUM) of Clbi Investments Inc is $37.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $784.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Clbi Investments Inc 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.

Careers at Clbi Investments Inc

Clbi Investments Inc is owned by John Maxwell Bryan. Alsida M. Canton joined the executive team most recently as the Vice President & Corporate Secretary.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Elsbeth Eva Minuth President & chief executive officer 1 Jun 1988 50% - 75% 336562
Alan Rygh Brudos Chairman & chief financial officer 1 Jul 1988 Other 1774431
Alsida M. Canton Vice president, secretary, chief financial officer 1 Sep 1988 50% - 75% 4347703
John Maxwell Bryan Owner 1 Dec 1988 Other 1774398
William K. Bowes Owner 1 Dec 1988 Other 4348338
Howard H. Leach Owner 1 Dec 1988 Other 4348334
Alsida M. Canton Vice president & corporate secretary 1 Sep 1989 Other 4347703

Based in Walnut Creek

The principal office where Clbi Investments Inc performs its advisory services is located at 100 Pringle Ave Ste 760, Walnut Creek, CA 94596 7339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-947-0261 or by fax 925-947-0577. The normal business hours are 7:00am to 2:00pm on Monday - Friday.