Christopher Benoit
CB Capital · Cumberland, Rhode Island
Christopher Benoit is a fee-only financial advisor at CB Capital in Cumberland, Rhode Island, who holds the CFP credential. Christopher focuses on estate & legacy planning, tax planning and small business owners. CB Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | CB Capital |
|---|---|
| Based in | Cumberland, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $124.5M across 188 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA, PA, RI · CRD 7058010 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cbcapitalllc.com |
How Christopher's firm compares
- CB Capital's average account is about $662,000, from its Form ADV (assets managed divided by 188 accounts).
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Questions about Christopher
Is Christopher Benoit a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and CB Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, CB Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Benoit based?
Christopher Benoit is based in Cumberland, Rhode Island.
What does Christopher specialize in?
Christopher's specialties include estate & legacy planning, tax planning and small business owners.
What credentials does Christopher Benoit hold?
Christopher Benoit holds the CFP credential.
Is Christopher Benoit registered with the SEC?
Yes. Christopher Benoit is registered as an investment adviser representative in FL, MA, PA and RI (CRD 7058010), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CB Capital manage?
CB Capital reports $124.5M across 188 accounts in assets under management.
How do I contact Christopher Benoit?
Through Christopher's website, www.cbcapitalllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
Other advisors in Rhode Island who focus on estate & legacy planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CB Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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