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PEB CAPITAL MANAGEMENT LLC

COLUMBUS, OH · CRD 315241 · IAPD ↗ · pebcm.com · (614) 457-6855

$171.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2024 — PEB CAPITAL MANAGEMENT LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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