PEB Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PEB Capital Management is a boutique wealth management firm that provides discretionary investment management, financial planning, and related advisory services to individuals, high‑net‑worth clients, trusts, and estates. The firm manages client portfolios using a mix of ETFs, mutual funds, individual equities and bonds, and may recommend unaffiliated independent managers for portions of client assets.
The advisor typically employs a long‑term, customized approach grounded in both fundamental and technical analysis and conducts internal due diligence on selections; it also uses a broader toolkit — including covered options, limited partnership/alternative investments and, in some cases, margin — alongside traditional long‑term holdings and legacy positions. Portfolios are monitored and rebalanced as needed, and the firm may implement shorter‑term trades for reallocation, tax harvesting, or cash needs.
Noteworthy features for a small, three‑advisor firm include industry professional designations among its principals (including multiple CFPs and additional financial planning and insurance credentials) and an institutional relationship with a major custodian that provides the firm with technology and support benefits. Advisory personnel are also licensed to sell insurance products (a potential conflict disclosed in the brochure), the firm maintains no disciplinary history, and it reports all assets under management on a discretionary basis.
Client services
Expertise
Fee options
Fixed fees are negotiated based on the expected number of hours to complete financial planning services.
$0+: 0.50% annually +: 1.50% annually
$300/hour
Main office
1880 Mackenzie Drive, Suite #100
Columbus OH 43220
Advisors at this office
3
Most active in
Florida · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Todd B
Series 66
Columbus, OH
PEB Capital Management LLC
Todd Brown is a financial advisor with PEB Capital Management LLC in Columbus, Ohio, holding a Series 66 license and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and LPL Financial LLC. In addition to his advisory work, he is also licensed as an agent for fixed and traditional insurance products. PEB Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm employs a primarily long-term, fiduciary-oriented investment approach combining fundamental and technical analysis, offering customized portfolio construction and ongoing management.
Adam E
CFP®, Series 63
Columbus, OH
PEB Capital Management LLC
Adam Edwards is a CFP® with 21 years of industry experience. He has worked at PEB Capital Management LLC since 2021 and previously spent five years with Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer for the Upper Arlington Youth Football Association Inc., where he reviews financial books and records income and expenses. PEB Capital Management is a boutique wealth management firm serving individuals, high-net-worth clients, trusts, and estates. The firm uses a long-term, customized investment approach combining fundamental and technical analysis, offering discretionary management that includes ETFs, mutual funds, individual securities, and independent manager recommendations.
Jeffrey P
Series 63, Series 65
Columbus, OH
PEB Capital Management LLC
Jeffrey Porterfield is a financial advisor with PEB Capital Management LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years and UBS Financial Services for 7 years. Porterfield is also a licensed insurance professional, dedicating less than 10% of his time to this activity. PEB Capital Management is a boutique wealth management firm serving individuals, high-net-worth clients, trusts, and estates with discretionary investment management and financial planning. The firm employs a customized, long-term approach that combines fundamental and technical analysis and uses a diverse range of investment vehicles including ETFs, mutual funds, equities, bonds, and alternative investments.
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