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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2021
- Office Locations
- 1
Office Locations
About PEB Capital Management LLC
PEB Capital Management is an independent RIA in Columbus, Ohio serving clients nationwide. The team provides personalized investment management and comprehensive financial planning, often for business owners and entrepreneurs. Portfolios emphasize asset allocation and risk management using ETFs and mutual funds, and the firm reports ETF-heavy SMA assets with custody at Charles Schwab.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD DAVID BROWN
Financial Advisor, PRINCIPAL
- CRD
- #2936287
- Ownership
- 25% but less than 50%
ADAM JOSEPH EDWARDS
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #4827227
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,008,134 | $370,950 |
| Non-Discretionary | $0 | -- |
| Total | $171,008,134 | $370,950 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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