Peb Capital Management LLC
Peb Capital Management LLC is an SEC-registered wealth manager in Columbus, OH with $171.0M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Peb Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315241, SEC 801-121815, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $171.0M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Columbus, OH
- Employees
- 3
- Clients
- 169
- CRD
- 315241
- Ownership
- PORTERFIELD, JEFFREY, LYNN; EDWARDS, ADAM, JOSEPH; BROWN, TODD, DAVID; WINN, CHRISTOPHER, EDWARD; RIA VENTURES, LLC
How much AUM does Peb Capital Management LLC have?
Peb Capital Management LLC reported $171.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Peb Capital Management LLC?
Disclosed owners and executives of Peb Capital Management LLC include PORTERFIELD, JEFFREY, LYNN, EDWARDS, ADAM, JOSEPH, BROWN, TODD, DAVID, WINN, CHRISTOPHER, EDWARD, RIA VENTURES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.