A complete list of active advisors currently associated with PEB Capital Management LLC

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

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.

To learn more about the advisors currently working at PEB Capital Management 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.