# Jeffrey Porterfield

> Jeffrey Porterfield is a fee-only financial advisor at PEB Capital Management in Columbus, Ohio. PEB Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-porterfield/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** PEB Capital Management
- **Based in:** Columbus, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $171.0M across 461 accounts
- **CRD:** 1012327 (https://adviserinfo.sec.gov/individual/summary/1012327)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 63 (1983), Series 65 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://pebcm.com

## Frequently asked questions

### Is Jeffrey Porterfield a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?

Jeffrey's firm, PEB Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Porterfield based?

Jeffrey Porterfield is based in Columbus, Ohio.

### Is Jeffrey Porterfield registered with the SEC?

Yes. Jeffrey Porterfield is registered as an investment adviser representative in OH and TX (CRD 1012327), 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 Jeffrey Porterfield?

Through Jeffrey's website, pebcm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1012327): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.