# CBK Financial Advisors LLC

> CBK Financial Advisors LLC is a state-registered investment advisory firm, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2023.

- CRD: 291467
- Filed as: CBK FINANCIAL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: March 23, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291467
- AdvisorCensus page: https://advisorcensus.com/firm/cbk-financial-advisors-llc-291467

## Quick answers

**How is CBK Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CBK Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is CBK Financial Advisors LLC registered with the SEC or a state?**
CBK Financial Advisors LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291467.

**Does CBK Financial Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291467

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CBK Financial Advisors LLC (CRD 291467): Form ADV filing data as of October 2026.