Consolidated Bank & Advisors, Inc. (OTCMKTS:CBAI) is a financial holding company headquartered in West Palm Beach, Florida, offering banking and advisory services through its wholly owned subsidiary, Consolidated Bank & Trust Company. The company focuses on delivering a broad suite of personal and commercial banking solutions to clients across South Florida, with additional outreach into central Florida markets. By operating under a boutique community bank model, CBA Florida aims to combine local decision‐making with the resources of a regional institution.
Through its banking subsidiary, CBA Florida provides a range of deposit and lending products, including checking and savings accounts, certificates of deposit, and money market instruments. On the lending side, the company extends commercial loans, real estate financing, small‐business administration (SBA) loans, and residential mortgages. Complementary services include cash management, treasury operations, remote deposit capture, and online and mobile banking platforms designed to enhance customer convenience and operational efficiency.
Since its founding in 2001, Consolidated Bank & Advisors has expanded its presence from a single Palm Beach County branch to multiple locations spanning Miami‐Dade, Broward, and Orange counties. The company’s growth strategy has combined organic branch development with strategic acquisitions and partnerships, enabling it to deepen relationships within diverse industry sectors such as professional services, healthcare, and real estate development.
Led by a seasoned executive team with decades of experience in community banking and financial services, CBA Florida emphasizes a relationship‐driven approach. Senior management maintains local underwriting and credit decision authority, reinforcing the company’s commitment to responsive service and tailored financial solutions for both individual and business clients throughout its Florida markets.
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