PB Capital

Overview

PB Capital operates as a sole proprietorship and is registered with the state of California. The firm is an independent RIA structured around a single individual owner and focuses on advising individuals and families. Its advisory mandate centers on portfolio management for individuals and small businesses, and it charges clients on a percentage-of-assets-under-management basis. PB Capital also holds a role as an insurance broker, indicating insurance products are part of its client solutions. The firm’s investment posture skews toward fixed income rather than ESG-driven strategies. It does not position itself as a capital allocator or pension consultant and is organized to serve a single-state client base rather than a multi-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices