PEB Capital Management LLC

Todd Brown is a financial advisor with PEB Capital Management LLC in Columbus, Ohio, holding a Series 66 license and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and LPL Financial LLC. In addition to his advisory work, he is also licensed as an agent for fixed and traditional insurance products. PEB Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary wealth management and financial planning. The firm employs a primarily long-term, fiduciary-oriented investment approach combining fundamental and technical analysis, offering customized portfolio construction and ongoing management.

Adam Edwards is a CFP® with 21 years of experience in financial services. He is currently with PEB Capital Management LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors and Northwestern Mutual. Outside of his advisory work, Edwards serves as treasurer for the Upper Arlington Youth Football Association, managing the organization’s financial records. PEB Capital Management is an SEC-registered advisor that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm uses a primarily long-term, fiduciary-oriented investment approach that incorporates fundamental and technical analysis across a range of securities and offers oversight of independent managers when engaged.

Jeffrey Porterfield is a financial advisor with PEB Capital Management LLC in Columbus, OH. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. Prior to joining PEB Capital Management in 2021, he worked at Wells Fargo Advisors Financial Network LLC since 2009. He is also a licensed insurance professional outside of his investment advisory role. PEB Capital Management is an SEC-registered advisor that offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term, fiduciary-oriented investment approach, combining fundamental and technical analysis across a range of asset classes while monitoring portfolios for tax and risk considerations.