Jeffrey Porterfield
PEB Capital Management · Columbus, Ohio
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.
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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 |
| SEC registration | Investment adviser representative in OH, TX · CRD 1012327 |
| Exams passed | Series 63 (1983) · Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | pebcm.com |
How Jeffrey's firm compares
- PEB Capital Management's average account is about $371,000, from its Form ADV (assets managed divided by 461 accounts).
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Questions about Jeffrey
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.
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.
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