PB Capital
Firm details
- Headquarters
- Simi Valley, California
- CRD number
- 319410
- Registered since
- September 19, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.34%
- HNWI44.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
PB Capital is a California-based, individually owned independent RIA operating as a sole proprietorship. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis. PB Capital also conducts insurance brokerage alongside its advisory practice. Its client base is primarily individual and family investors rather than institutional or pension clients. The firm does not position itself as an institutional capital allocator and does not emphasize ESG investing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds41%
- Exchange Traded Equities27%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds11%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Simi Valley, CA
Ventura
Location
Simi Valley, CA
Headquartered in Simi Valley, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 45 W Easy St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Bridge the Gap Retirement Planners
RIASimi Valley, CA
The Simple Investor's Guide, LLC
RIASimi Valley, CA
The Independent Financial Group
RIASimi Valley, CA
Ai Financial, Inc.
RIASimi Valley, CA
Tortuga Advisers LLC
RIASimi Valley, CA
Monarch Plan Advisors
RIASimi Valley, CA