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CHB INVESTMENT GROUP, LLC

NEW HOPE, PA · CRD 313354 · IAPD ↗ · chbinvestmentgroup.com · 215-862-6900

$214.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — CHB INVESTMENT GROUP, LLC (NEW HOPE, PA) left the SEC roster (was $214.2M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
February 2024 — CHB INVESTMENT GROUP, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.