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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PEB CAPITAL MANAGEMENT LLC

CRD 315241

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cc3ade06-d768-27cc-c24c-b01d9336d433

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Jun 21, 2021 to Feb 18, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $171MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $171M
Private client RAUM: $171MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $57.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 461
Individual clients: 121
High net worth clients: 48
Custody, client assets: $90.2M
SEC number: 801-121815
CRD: 315241
Filings on the tape: 15
First filed: Jun 21, 2021
Latest filed: Feb 18, 2026
Organised: Limited Liability Company, OH
Website: pebcm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TODD DAVID BROWN	n/a	COLUMBUS, OH	4	22	4	no
ADAM JOSEPH EDWARDS	Certified Financial Planner	COLUMBUS, OH	4	18	2	no
JEFFREY LYNN PORTERFIELD	n/a	COLUMBUS, OH	4	43	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWN, TODD, DAVID	MEMBER / PRINCIPAL / FINANCIAL ADVISOR	C	yes	07/2021	Jul 23, 2021	Feb 29, 2024
EDWARDS, ADAM, JOSEPH	MEMBER / PRINCIPAL / FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER	C	yes	07/2021	Jul 23, 2021	Feb 29, 2024
PORTERFIELD, JEFFREY, LYNN	MEMBER / PRINCIPAL / FINANCIAL ADVISOR	C	yes	07/2021	Jul 23, 2021	Feb 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$171M	$171M	3	3	1	n/a	n/a
2024	Mar 27, 2025	$154M	$154M	3	3	1	n/a	n/a
2023	Feb 29, 2024	$130M	$130M	3	3	1	n/a	n/a
2022	Mar 17, 2023	$121M	$121M	3	3	0	n/a	n/a
2021	Mar 14, 2022	$134M	$134M	4	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$171M	$154M	11.1%	$121M	12.2%	3	3	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	3	Aug 6, 2021	Oct 8, 2021	UPPER ARLINGTON, OH	Team lift out	Wirehouse to new firm	0.2%

Relationships

Registered with (3)

← JEFFREY LYNN PORTERFIELDAdvisorregistration: current employment
Oct 8, 2021 to presentfactForm ADV
← TODD DAVID BROWNAdvisorregistration: current employment
Oct 7, 2021 to presentfactForm ADV
← ADAM JOSEPH EDWARDSAdvisorregistration: current employment
Oct 7, 2021 to presentfactForm ADV

Controls (3)

← PORTERFIELD, JEFFREY, LYNNOwnerMEMBER / PRINCIPAL / FINANCIAL ADVISOR, ownership code C, individual
Jul 23, 2021 to Feb 29, 2024factForm ADV
← BROWN, TODD, DAVIDOwnerMEMBER / PRINCIPAL / FINANCIAL ADVISOR, ownership code C, individual
Jul 23, 2021 to Feb 29, 2024factForm ADV
← EDWARDS, ADAM, JOSEPHOwnerMEMBER / PRINCIPAL / FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jul 23, 2021 to Feb 29, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser3 advisors, team lift out
Aug 6, 2021 to Oct 8, 2021factForm ADV

Dated events

Occurred
Jul 23, 2021
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Peb Capital Management Llc (listed 2021-06-21, absent 2021-07-23)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2021
Control person joined
Joseph Adam Edwards (Member / Principal / Financial Advisor / Chief Compliance Officer) appeared on Schedule A of Peb Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Jul 23, 2021
Control person joined
Lynn Jeffrey Porterfield (Member / Principal / Financial Advisor) appeared on Schedule A of Peb Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Jul 23, 2021
Control person joined
David Todd Brown (Member / Principal / Financial Advisor) appeared on Schedule A of Peb Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Jun 21, 2021
First Form ADV filing
Peb Capital Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc3ade06-d768-27cc-c24c-b01d9336d433
First observed: Jun 21, 2021
Last observed: Feb 18, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PEB CAPITAL MANAGEMENT LLC

CRD 315241

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cc3ade06-d768-27cc-c24c-b01d9336d433

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TODD DAVID BROWN

n/a

COLUMBUS, OH

ADAM JOSEPH EDWARDS

Certified Financial Planner

COLUMBUS, OH

JEFFREY LYNN PORTERFIELD

n/a

COLUMBUS, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, TODD, DAVID

MEMBER / PRINCIPAL / FINANCIAL ADVISOR

yes

07/2021

Jul 23, 2021

Feb 29, 2024

EDWARDS, ADAM, JOSEPH

MEMBER / PRINCIPAL / FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER

yes

07/2021

Jul 23, 2021

Feb 29, 2024

PORTERFIELD, JEFFREY, LYNN

MEMBER / PRINCIPAL / FINANCIAL ADVISOR

yes

07/2021

Jul 23, 2021

Feb 29, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$171M

n/a

2024

Mar 27, 2025

$154M

n/a

2023

Feb 29, 2024

$130M

n/a

2022

Mar 17, 2023

$121M

n/a

2021

Mar 14, 2022

$134M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$171M

$154M

11.1%

$121M

12.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Aug 6, 2021

Oct 8, 2021

UPPER ARLINGTON, OH

Team lift out

Wirehouse to new firm

0.2%