# Clbi Investments Inc

> Clbi Investments Inc is a state-registered investment advisory firm in Walnut Creek, CA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 105703
- Filed as: CLBI INVESTMENTS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/105703
- AdvisorCensus page: https://advisorcensus.com/firm/clbi-investments-inc-walnut-creek-ca-105703

## Quick answers

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

**Where is Clbi Investments Inc located?**
Clbi Investments Inc's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Clbi Investments Inc registered with the SEC or a state?**
Clbi Investments Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 105703.

**How much does Clbi Investments Inc manage?**
Clbi Investments Inc reports $15,293,421 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Clbi Investments Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does Clbi Investments Inc 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/105703

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,293,421
- Discretionary: $15,293,421
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $5,663,699 |
| Charitable organizations | Fewer than 5 | $9,479,289 |
| Corporations or other businesses not listed above | Fewer than 5 | $150,433 |

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

### Firm details
- Registered since: 2012 (14 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. Clbi Investments Inc (CRD 105703): Form ADV filing data as of October 2026.