Overview
Assets Under Management: $185 million
Headquarters: EAST BRUNSWICK, NJ
High-Net-Worth Clients: 68
Average Client Assets: $0.9 million
Frequently Asked Questions
PCB CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309784), PCB CAPITAL LLC is subject to fiduciary duty under federal law.
PCB CAPITAL LLC is headquartered in EAST BRUNSWICK, NJ.
PCB CAPITAL LLC serves 68 high-net-worth clients according to their SEC filing dated January 26, 2026. View client details ↓
According to their SEC Form ADV, PCB CAPITAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PCB CAPITAL LLC manages $185 million in client assets according to their SEC filing dated January 26, 2026.
According to their SEC Form ADV, PCB CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.61%
Average Client Assets: $0.9 million
Total Client Accounts: 597
Discretionary Accounts: 597
Regulatory Filings
CRD Number: 309784
Filing ID: 2044964
Last Filing Date: 2026-01-26 09:43:06