Adam Edwards
PEB Capital Management · Columbus, Ohio
Adam Edwards is a fee-only financial advisor at PEB Capital Management in Columbus, Ohio, who holds the CFP credential. PEB Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Adam →
Facts
| Firm | PEB Capital Management |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $171.0M across 461 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4827227 |
| Exams passed | Series 63 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | pebcm.com |
| Profile |
How Adam's firm compares
- PEB Capital Management's average account is about $371,000, from its Form ADV (assets managed divided by 461 accounts).
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
Is Adam Edwards a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and PEB Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, PEB Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Edwards based?
Adam Edwards is based in Columbus, Ohio.
What credentials does Adam Edwards hold?
Adam Edwards holds the CFP credential.
Is Adam Edwards registered with the SEC?
Yes. Adam Edwards is registered as an investment adviser representative in OH (CRD 4827227), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PEB Capital Management manage?
PEB Capital Management reports $171.0M across 461 accounts in assets under management.
How do I contact Adam Edwards?
Through Adam's website, pebcm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.