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 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.

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.