COLUMBUS, OHCRD 315241Latest ADV February 18, 2026
Peb Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated February 18, 2026, reports $171M in regulatory assets under management, 3 employees, 1 office, and 461 accounts.
Assets Under Management
$171M
Employees
3
Offices
1 office
Total Clients
169
Primary office
COLUMBUS, OH
1880 MACKENZIE DRIVE, SUITE #100, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
121
2
HNWI
28.4%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of February 18, 2026
Discretionary100.0%
$171M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$171M
Total Accounts461
10Y AUM Change+$171M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee56:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.