# CRB Strategic Services LLC

> CRB Strategic Services LLC is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 327156
- Filed as: CRB STRATEGIC SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327156
- AdvisorCensus page: https://advisorcensus.com/firm/crb-strategic-services-llc-327156

## Quick answers

**How is CRB Strategic Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CRB Strategic Services LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is CRB Strategic Services LLC registered with the SEC or a state?**
CRB Strategic Services LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327156.

**How much does CRB Strategic Services LLC manage?**
CRB Strategic Services LLC reports $58,506,153 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (13% discretionary).

**What types of clients does CRB Strategic Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (27).

**Does CRB Strategic Services 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/327156

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $58,506,153
- Discretionary: $7,705,802
- Non-discretionary: $50,800,351

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $19,385,119 |
| High net worth individuals | 27 | $39,121,034 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crbss.com
- LinkedIn @crb-strategic-services
- LinkedIn @cole-brooks-50506070
- X @CRBSSLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CRB Strategic Services LLC (CRD 327156): Form ADV filing data as of October 2026.