RIA Intelligence

CB INVESTMENT MANAGERS, LLC

CRD #124829 SEC #801-61754 LEXINGTON, KY 859-253-8106
SEC Registered
Total AUM
$56M
Discretionary
$56M
Employees
5
Clients
0
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 22, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FYFFE, TIMOTHY, DORTONIMANAGERNA Control
FYFFE, TIMOTHY, DORTONIMANAGERNA Control
STORTZUM, ROGERIMANAGERNA Control
STORTZUM, ROGERIMANAGERNA Control
WILSON, KATHRYN, MARIE HOLTONIMANAGER, CHIEF COMPLIANCE OFFICERNA Control
WILSON, KATHRYN, MARIE HOLTONIMANAGER, CHIEF COMPLIANCE OFFICERNA Control
WILSON, KATHRYN, MARIE HOLTONIMANAGER, CHIEF COMPLIANCE OFFICERNA Control
WILSON, KATHRYN, MARIE HOLTONIMANAGER, CHIEF COMPLIANCE OFFICERNA Control
CENTRAL BANK & TRUSTDEMEMBERE Control
CENTRAL BANK & TRUSTDEMEMBERE Control
CENTRAL BANK & TRUSTDEMEMBERE Control
CENTRAL BANK & TRUSTDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CENTRAL BANCSHARESDECENTRAL BANK & TRUSTE Control
CENTRAL BANCSHARESDECENTRAL BANK & TRUSTE Control
CENTRAL BANCSHARESDECENTRAL BANK & TRUSTE Control
CENTRAL BANK & TRUSTDEGARVICE D. KINCAID TRUST FUND CE Control
CENTRAL BANK & TRUSTDEGARVICE D. KINCAID TRUST FUND CE Control
CENTRAL BANK & TRUSTDEGARVICE D. KINCAID TRUST FUND CE Control
GARVICE D. KINCAID TRUST FUND CDECENTRAL BANCSHARESE Control
GARVICE D. KINCAID TRUST FUND CDECENTRAL BANCSHARESE Control
GARVICE D. KINCAID TRUST FUND CDECENTRAL BANCSHARESE Control
KINCAID, JANE, WIINDIVIDUALLYC Control
KINCAID, JOAN, DIINDIVIDUALLYC Control

Registrations

Federal

IA
Feb 22, 2007 REGISTERED

Notice Filings (1)

KY

Address

300 W VINE ST
LEXINGTON, KY 40507-1621
USA
Phone: 859-253-8106