PCB Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$184,775,085
Total clients
358
19% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
179
Average account size
$516,132
About
PCB Capital provides wealth management and financial planning to individuals—including high‑net‑worth clients—along with small businesses, trusts, estates and non‑profits. Its services include discretionary and non‑discretionary investment management, financial planning and consultation, and ongoing portfolio management using mutual funds, ETFs and third‑party independent managers.
The firm’s investment process blends fundamental and technical analysis with asset‑allocation principles and modern portfolio theory, implementing client strategies through a mix of in‑house model portfolios and recommended Independent Managers. PCB Capital monitors accounts on an ongoing basis, conducts at least annual reviews, and may trade discretionary accounts when authorized by clients.
Distinctive features disclosed in the brochure include that certain supervised persons are separately licensed insurance agents who may recommend insurance products and receive commissions in their individual capacities, a potential conflict of interest that the firm discloses to clients. The firm recently transitioned to SEC registration, manages roughly $185 million in discretionary assets with a small advisory team, and uses standing letters of authorization with custodians and Charles Schwab’s institutional platform for custody and operational support.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,000 to $25,000 depending on scope and level of services
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Certain Supervised Persons may receive commissions for insurance products, but commissions are not the firm's primary source of compensation.
Financial planning fees generally $400 per hour
Main office location
PCB Capital LLC
557 Cranbury Rd, Suite 16
East Brunswick NJ 08816, United States
Number of offices
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")