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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier zenithRadial ember
- Established Date
- 07-01-2020
- Office Locations
- 1
Office Locations
About PCB Capital LLC
PCB Capital LLC is a New Jersey RIA providing fiduciary, retirement-focused financial planning and discretionary portfolio management for retail clients, including entrepreneurs. Portfolios emphasize ETFs alongside core fixed income, implemented via Charles Schwab. Led by Peter Carl Bombara, author of “Modern Money: Retirement in Any Economy,” the firm pairs investment management with tax, estate/legacy, and insurance planning.
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Owner & Executives
PETER CARL BOMBARA
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5472602
- Ownership
- 75% or more
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Frank Alfredo Fernandez
President
- CRD
- #6851399
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,775,085 | $309,506 |
| Non-Discretionary | $0 | -- |
| Total | $184,775,085 | $309,506 |
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Separately Managed Accounts
Total SMA Asset: $184,775,085
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,567,719,966 | 18.6% |
| Corporate - Investment Grade | $741,716,973 | 8.8% |
| Sovereign Bonds | $1,382,290,722 | 16.4% |
| Corporate - Non-Investment Grade | $429,858,700 | 5.1% |
| U.S. Government/Agency | $1,121,004,061 | 13.3% |
| Public Funds | $623,716,545 | 7.4% |
| Cash | $1,584,577,170 | 18.8% |
| Municipal Bonds | $977,717,829 | 11.6% |
| Total | $8,428,601,966 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK FOCUS CAPITAL | ALPHA FOCUS | HK5VY791Z | YJO | 10.75% | $63,459,738 |
| VERTEX INSIGHT EMBER | SIGNAL DELTA | VSAYXWEAP | SDGL | 5.38% | $50,871,673 |
| FUSION PIONEER | BEACON HORIZON | PAN73W7MK | RTK | 1.61% | $52,496,109 |
| MATRIX EMBER | DELTA CAPITAL | 7MYM2SXH0 | GCF | 5.52% | $30,987,712 |
| BEACON OAK | QUANTUM PRIME | LFXKO6YD2 | OAXR | 2.96% | $114,001,132 |
| VALUE ELEMENT ZENITH | BRIDGE NORTH | SSPEHQ0JW | IRB | 8.23% | $111,126,602 |
| CREST ZENITH | HORIZON LEGACY | QFU2FDJO7 | XRH | 10.15% | $36,502,707 |
| MATRIX QUANTUM | VITAL PRIME | 0192BPB4J | WGQWB | 3.53% | $95,558,864 |