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PEB Capital Management
PEB Capital Management was founded in 2021 as an independent registered investment advisor based in Columbus, Ohio. The firm serves individuals, high-net-worth...
PEB Capital Management
PEB Capital Management was founded in 2021 as an independent registered investment advisor based in Columbus, Ohio. The firm serves individuals, high-net-worth clients, trusts, and estates across the United States. Its advisory team cites over 75 years of collective experience, offering both comprehensive financial planning and professional money management. PEB provides discretionary portfolio management alongside financial planning services. The firm tailors investment strategies to individual client goals rather than promoting a single house strategy. Its website emphasizes personalization and long-term orientation, though specific asset-class allocations, investment vehicles, or named portfolio holdings are not publicly disclosed. Headquartered in Columbus, the firm operates a single office and has not publicly reported its total regulatory assets under management or advisor headcount. No adjacent vehicles, philanthropic structures, or club memberships are disclosed. PEB functions as a lean, founder-led RIA with a generalist wealth-management mandate. Its structural profile is typical of a newly independent advisory practice: a small team serving a national client base remotely, without proprietary products, institutional separate accounts, or co-investment vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Columbus
Corporate office
Columbus, OH, United States
Frequently asked questions
Who runs investment decisions at PEB Capital Management?
PEB has not publicly named its principals, portfolio managers, or investment committee members. The firm's website states that its team has over 75 years of collective experience, but individual decision-makers are not identified.
Does PEB Capital Management manage money for institutions or only private clients?
PEB's disclosed client base includes individuals, high-net-worth individuals, trusts, and estates. There is no public indication that the firm manages institutional separate accounts, pension assets, or endowment capital.
What asset classes does PEB invest in?
PEB has not published its asset-allocation framework, model portfolios, or a representative list of holdings. Its website states that advice and money management are tailored to each client's financial goals, without specifying asset-class preferences.
Is PEB Capital Management a single-family office?
No. PEB is a registered investment advisor serving multiple external clients — individuals, trusts, and estates — rather than a single family's capital. It markets itself as an independent advisory firm, not a family office.
Does PEB operate any pooled investment vehicles or fund structures?
PEB does not publicly disclose any proprietary funds, private investment partnerships, or collective investment trusts. Its described services are limited to discretionary portfolio management and financial planning for individual client accounts.
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