Overview
Assets Under Management: $171 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Frequently Asked Questions
PEB CAPITAL MANAGEMENT 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 #315241), PEB CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
PEB CAPITAL MANAGEMENT LLC is headquartered in COLUMBUS, OH.
PEB CAPITAL MANAGEMENT LLC serves 48 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, PEB CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PEB CAPITAL MANAGEMENT LLC manages $171 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, PEB CAPITAL MANAGEMENT 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: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.03
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 461
Discretionary Accounts: 461
Regulatory Filings
CRD Number: 315241
Filing ID: 2046500
Last Filing Date: 2026-02-18 10:16:49