PCB Capital LLC
SEC RegisteredWill your money last as long as you do?
About the firm
PCB Capital LLC is an investment advisory firm that provides financial planning, consulting, and investment advisory services. The firm can also provide tax preparation services and, through its representatives in their separate licensed individual capacities, insurance sales/services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services, financial planning and consulting, portfolio review, tax preparation services (via separate engagement), and insurance sales/services through separately licensed representatives.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of May 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PCB Capital LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched