Peb Capital Management LLC

PEB Capital Management, LLC is a registered investment advisor established in June 2021 and based in Columbus, Ohio. The firm offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. The firm's principals and financial advisors are Todd D. Brown, Jeffrey L. Porterfield, and Adam J. Edwards, who also serves as the Chief Compliance Officer. PEB Capital acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions, primarily focusing on long-term investment strategies. Clients have the opportunity to place reasonable restrictions on the types of investments held in their portfolios. The firm may recommend the use of independent managers for all or a portion of a client's investment portfolio. The fee structure for wealth management services ranges from 0.50% to 1.50% annually, based on the market value of assets under management. PEB Capital does not charge performance-based fees and does not manage proprietary investment funds. The firm does not accept or maintain custody of client funds, except for the authorized deduction of advisory fees. PEB Capital primarily employs fundamental and technical analysis methods in developing investment strategies. The firm's investment strategies are focused on market risks, ETF risks, bond ETFs, mutual fund risks, options contracts, margin borrowings, and alternative investments. Clients are encouraged to discuss these risks with the advisor. The firm's principals, Todd D. Brown, Jeffrey L. Porterfield, and Adam J. Edwards, are certified financial professionals with extensive experience in the financial industry. They are committed to acting in the best interests of their clients and maintaining the highest ethical standards. For more information or to obtain a copy of the firm's Privacy Policy, clients can contact PEB Capital Management at (614) 457-6855.