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| Keyboard |
| PEB Capital Management LLC
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|---|---|
| CRD # | 315241 |
| SEC # | 801-121815 |
| CIK # | |
| AUM | 171.0 M (2026-02-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 614-457-6855 |
| Address | 1880 Mackenzie Drive Columbus, OH 43220 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 32.4 |
| (b) Individuals (high net worth individuals) | 48 | 138.6 |
| (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 | 461 | 171.0 |
| By Discretionary | ||
| Discretionary | 461 | 171.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 461 | 171.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.0 | |
| Total | 461 | 171.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Granada Wealth Management LLC
✚
|
NC | 171.4 M |
|
Hoover Private Wealth LLC
✚
|
MI | 171.3 M |
|
TAM Financial Advisors LLC
✚
|
171.3 M | |
|
Intentional Wealth Strategies
✚
|
CO | 171.3 M |
|
Entruity Wealth LLC
✚
|
CA | 171.3 M |
|
Yandell Investments LLC
✚
|
FL | 171.0 M |
|
Cohesion Wealth Management LLC
✚
|
CO | 171.0 M |
|
Payne Capital LLC
✚
|
170.9 M | |
|
Toberman Becker Wealth LLC
✚
|
MO | 170.8 M |
|
Proactive Capital Management Inc
✚
|
KS | 170.7 M |