← Tributary

PCB CAPITAL LLC

EAST BRUNSWICK, NJ · CRD 309784 · IAPD ↗ · pcbfinancial.com · (732) 634-3620

$184.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2026 — PCB CAPITAL LLC reported RAUM up 51% ($122.5M -> $184.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
August 2025 — PCB CAPITAL LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
June 2025 — PCB CAPITAL LLC (EAST BRUNSWICK, NJ) is newly SEC-registered with $122.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.