A complete list of active advisors currently associated with PCB Capital LLC

Warmer can help you find a great advisor at PCB Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at PCB Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.