Peb Capital Management LLC

Peb Capital Management LLC (CRD# 315241) is a financial advisory firm headquartered in Columbus, OH. They manage $130,438,190 in 443 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1880 Mackenzie Drive, Suite #100, Columbus, OH 43220
https://pebcm.com
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $294,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Peb Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Todd Brown, financial advisor Columbus OH
Todd D. Brown
CRD#: 2936287
1880 Mackenzie Drive, Suite #100, Columbus, OH 43220

Todd Brown (CRD# 2936287) is an Investment Advisor Representative working at Peb Capital Management LLC in Columbus, OH and has over 14 years of experience in the finance industry.

2
Adam Edwards, financial advisor Columbus OH
Adam J. Edwards
CRD#: 4827227
1880 Mackenzie Drive, Suite #100, Columbus, OH 43220

Adam Edwards (CRD# 4827227) is an Investment Advisor Representative working at Peb Capital Management LLC in Columbus, OH and has over 15 years of experience in the finance industry.

3
Jeffrey Porterfield, financial advisor Columbus OH
Jeffrey L. Porterfield
CRD#: 1012327
1880 Mackenzie Drive, Suite #100, Columbus, OH 43220

Jeffrey Porterfield (CRD# 1012327) is an Investment Advisor Representative working at Peb Capital Management LLC in Columbus, OH and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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