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, individually owned registered investment adviser that serves primarily individual and family clients. The firm provides fee-based financial planning and discretionary portfolio management for individuals and small businesses, and it acts as a capital allocator by selecting third‑party advisers on behalf of clients. Its fee schedule combines a percentage of assets under management with hourly fees, and the firm also operates as an insurance broker. PCB Capital is not organized as a multi-state adviser and does not identify as an active ESG investor.
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 2
Frank 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 36Active vs passive
$31.1M in ETFs
68%
$21.2M
3%
$9.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $4.2M | 47,249 | 13.36% |
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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