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Cbc Capital Partners, Ltd. (Dallas)


Cbc Capital Partners, Ltd. is a large advisory firm based in Dallas. It manages $28 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.




Cbc Capital Partners provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cbc Capital Partners: assets under management

The assets under management (AUM) of Cbc Capital Partners, Ltd. is $28 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3 million in discretionary accounts and $25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cbc Capital Partners, Ltd. for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Cbc Capital Partners, Ltd. performs its advisory services is located at 6333 E Mockinbird, Dallas, TX 75214, 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 214-369-6974 or by fax 214-362-7842. The normal business hours are 8am-5pm on Monday - Friday.


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