PCB Capital LLC

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Assets, Funds, Holdings

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PCB Capital LLC
CRD #309784
SEC #801-132736
CIK #
AUM $122.5 M (2025-07-22)
Employees 5 (60% Investors, 0% Brokers)
Phone732-634-3620
Address557 Cranbury Rd
East Brunswick, NJ 08816
Source [IAPD] [Website]
Total AUM ($M)
13010478522602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 263 82.2
(b) Individuals (high net worth individuals) 28 40.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 476 122.5
By Discretionary
Discretionary 476 122.5
Non-Discretionary 0 0.0
Total 476 122.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 122.5
Total 476 122.5
Comparable Firms State AUM ($B)
Aria Wealth Management Inc
CA 0.1
FR Financial Advisors LLC
FL 0.1
Clarity Investments Planning LLC
NY 0.1
Landmark Wealth Advisors LLC
UT 0.1
Broadview Wealth Management LLC
0.1
Murray Financial Services Inc
CA 0.1
Ahara Advisors LLC
NJ 0.1
Chicago Capital Management Advisors LLC
IL 0.1
Kurtin Financial Advisers LLC
0.1
Maiden Cove Capital LLC
ME 0.1
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