# CDB Advisory & Consulting

> CDB Advisory & Consulting is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 314797
- Filed as: CDB ADVISORY & CONSULTING
- Legal name: Blanchard, Christine Darlene
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314797
- AdvisorCensus page: https://advisorcensus.com/firm/cdb-advisory-and-consulting-314797

## Quick answers

**How is CDB Advisory & Consulting compensated?**
On its Form ADV (Item 5.E, October 2026), CDB Advisory & Consulting reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is CDB Advisory & Consulting registered with the SEC or a state?**
CDB Advisory & Consulting is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314797.

**How much does CDB Advisory & Consulting manage?**
CDB Advisory & Consulting reports $25,203,665 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**What types of clients does CDB Advisory & Consulting serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3).

**Does CDB Advisory & Consulting 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/314797

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $25,203,665
- Discretionary: $25,203,665
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $25,203,665 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- 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. CDB Advisory & Consulting (CRD 314797): Form ADV filing data as of October 2026.