PEB CAPITAL MANAGEMENT LLC

1880 Mackenzie Drive
Suite #100
Columbus, Ohio 43220
Tel: (614) 457-6855

About PEB CAPITAL MANAGEMENT LLC

PEB CAPITAL MANAGEMENT LLC, formally registered with the SEC as PEB CAPITAL MANAGEMENT LLC. The firm was established in 07/22/2021. They have over 2 offices throughout the country.

PEB CAPITAL MANAGEMENT LLC is a Columbus, Ohio based Financial Planning firm with nearly $130,438,190 assets under management, offering retirement planning & investment advisory services to 443 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315241
SEC#	801-121815
Assets Managed by Firm	$130,438,190
No. of Clients	443
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	443	$130,438,190
Individuals (other than high net worth individuals)	137	$35,709,917
High net worth individuals	34	$94,728,273

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