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PCB Capital LLC

Updated today

Client assets under management

$184,775,085

Clients

358

19% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

179

Very High

Average account size

$516,132

About

PCB Capital provides wealth management and financial planning to individuals—including high‑net‑worth clients—along with small businesses, trusts, estates and non‑profits. Its services include discretionary and non‑discretionary investment management, financial planning and consultation, and ongoing portfolio management using mutual funds, ETFs and third‑party independent managers.

The firm’s investment process blends fundamental and technical analysis with asset‑allocation principles and modern portfolio theory, implementing client strategies through a mix of in‑house model portfolios and recommended Independent Managers. PCB Capital monitors accounts on an ongoing basis, conducts at least annual reviews, and may trade discretionary accounts when authorized by clients.

Distinctive features disclosed in the brochure include that certain supervised persons are separately licensed insurance agents who may recommend insurance products and receive commissions in their individual capacities, a potential conflict of interest that the firm discloses to clients. The firm recently transitioned to SEC registration, manages roughly $185 million in discretionary assets with a small advisory team, and uses standing letters of authorization with custodians and Charles Schwab’s institutional platform for custody and operational support.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Income planning General tax planning Wealth management Passive / index investing

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Fee options

Fixed

Financial planning fixed fees range from $1,000 to $25,000 depending on scope and level of services

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%

Commissions

Certain Supervised Persons may receive commissions for insurance products, but commissions are not the firm's primary source of compensation.

Project-based

Financial planning fees generally $400 per hour

Main office location

PCB Capital LLC

557 Cranbury Rd, Suite 16

East Brunswick NJ 08816, United States

Number of offices

1

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

Advisors at this firm

user avatar

Peter B

Series 63, Series 65

East Brunswick, NJ

PCB Capital LLC

Peter Bombara is a financial advisor with PCB Capital LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and PCB Consultants. Outside of advising, he owns PCB Financial Advisory Group, which offers fixed annuities, equity-indexed annuities, and traditional life insurance. PCB Capital provides wealth management and financial planning to individuals—including high-net-worth clients—as well as small businesses, trusts, estates, and nonprofits. The firm combines fundamental and technical analysis with asset-allocation principles and modern portfolio theory, managing portfolios through in-house models and independent managers.

General retirement planning Income planning General tax planning Wealth management Passive / index investing
user avatar

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.

General retirement planning Income planning General tax planning Wealth management Passive / index investing
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