Cb & H Business Services, LLC is a large advisory firm based in Augusta. It manages $251.81 million of regulatory assets for 1,219 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Georgia, North Carolina, and 3 other states.
Cb & H Business Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cb & H Business Services, LLC is $251.81 million. The firm's AUM has grown by 242% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cb & H Business Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Douglass Cates has been acting as President since 1 Aug 1998. David Bruce Richards joined the executive team most recently as the President.
The principal office where Cb & H Business Services, LLC performs its advisory services is located at 1029 Greene Street, Augusta, GA 30901, which is also the mailing address of the firm. An additional office of the firm is in Hilton Head, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 706-724-3557 or by fax 706-724-1667. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.