PCB Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PCB Capital provides wealth management and investment advisory services to individuals (including high-net-worth clients) and small businesses, offering financial planning and portfolio management on both discretionary and non-discretionary bases. The firm typically implements client strategies using mutual funds, ETFs, in‑house model portfolios and allocations to third‑party independent managers.
The firm combines fundamental and technical analysis and applies modern portfolio principles to tailor asset allocation and risk exposure for each client, while monitoring accounts at least annually and conducting ongoing supervision of independent managers. PCB Capital may aggregate trades and uses third‑party custodians and institutional trading relationships to execute and clear client transactions.
A feature that distinguishes PCB Capital from many peers is that certain supervised persons are licensed insurance agents who may recommend and sell insurance products to clients on a commission basis; the brochure discloses this conflict and states commissions are not the firm’s primary source of advisory compensation. The firm also uses standing letters of authorization for third‑party transfers and describes procedures under SEC guidance that result in it being deemed to have custody for those accounts, which affects its operational and oversight practices.
Client services
Expertise
Fee options
Financial planning fixed fees from $1,000 to $25,000 depending on level and scope
$0 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 1.00% annually $10,000,001+: 0.75% annually
Certain supervised persons may offer insurance products under commission arrangements
Generally $400 per hour for financial planning and consulting fees
Fee-only: Financial planning fees negotiable; generally $400/hour or fixed fees from $1,000 to $25,000 depending on service
Main office
557 Cranbury Rd, Suite 16
East Brunswick NJ 08816
Advisors at this office
2
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Peter B
Series 63, Series 65
East Brunswick, NJ
PCB Capital LLC
Peter Bombara is a financial advisor at PCB Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Securities Corporation and PCB Financial LLC. Outside his advisory role, he is the owner of PCB Financial Advisory Group, where he offers fixed annuities, equity-indexed annuities, and traditional life insurance products. PCB Capital provides wealth management and investment advisory services to individuals and small businesses, utilizing a combination of fundamental and technical analysis alongside modern portfolio theory to tailor asset allocation and risk exposure. The firm serves high-net-worth clients and typically implements strategies through mutual funds, ETFs, in-house model portfolios, and third-party managers.
Frank F
CFP®, Series 65
East Brunswick, NJ
PCB Capital LLC
Frank Fernandez is a CFP® with seven years of industry experience, currently serving as a financial advisor at PCB Capital LLC. His prior roles include positions at Weingarten Associates LLC and Omni 360 Wealth, Inc. He holds the Series 65 license as well. PCB Capital LLC provides wealth management and financial planning services to individuals—including high-net-worth clients—as well as small businesses, trusts, estates, and non-profits. The firm combines fundamental and technical analysis with asset-allocation principles and modern portfolio theory, utilizing both in-house model portfolios and recommended independent managers.
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