PCB CAPITAL LLC
Firm details
- Headquarters
- EAST BRUNSWICK, New Jersey
- CRD number
- 309784
- Registered since
- May 7, 2025
- Website
- www.pcbfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals65.39%
- HNWI34.61%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
PCB Capital LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. PCB Capital also operates as an insurance broker and bills clients on a blend of AUM fees and hourly charges. The firm identifies itself as a capital allocator, but it does not describe an ESG investment approach and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities50%
- Sovereign Bonds12%
- Investment Grade Corp Bonds12%
- Non-Investment Grade Corp Bonds10%
- US Government Bonds9%
Contacts
2 of 2Frank Fernandez
Investment Advisor RepresentativeCRD 6851399
PETER BOMBARA
PresidentCRD 5472602
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$22.3M in ETFs
72%
$16M
2%
$6.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB) | State Street | Passive | Intermediate Core Bond | $3M | 117,806 | 13.56% |
Location
EAST BRUNSWICK, NJ
MIDDLESEX
Location
EAST BRUNSWICK, NJ
Headquartered in EAST BRUNSWICK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 557 Cranbury Rd
- Time zone
- ET (UTC-5)
- Office locations
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