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Chris Chetwode Belchamber

CB Investment Management

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About Chris Chetwode Belchamber

Chris Belchamber is an investment advisor representative with CB Investment Management. Chris is registered with the state of Virginia and has been in the industry since 1997. Chris has a Series 65 license and has experience in financial planning, portfolio management for individuals and education seminars. Chris also offers various investment advisory services, including portfolio management for individuals and financial planning. In addition to his advisory role, Chris is also the author of "UK Government Bond Market" and "Invest Like the Best".

Firm Information

Chris Belchamber is currently registered with CB Investment Management. CB Investment Management is a registered investment advisor based in Texas. The firm manages approximately $13.4 million in assets for 73 clients, including high-net-worth individuals and individuals other than high-net-worth. CB Investment Management offers financial planning and portfolio management services for individuals. The firm is led by Chris Belchamber, who has over 20 years of experience in the financial services industry.

$13.40M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chris Belchamber’s Registration & Firm History

VA

12/02/2020 - Present

CB Investment Management (LANSDOWNE VA)

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Licenses & Designations

IA

Issued 05/23/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris Chetwode Belchamber.
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