RIA Intel›Advisers›Indiana›PMB CAPITAL MANAGEMENT, LLC

PMB CAPITAL MANAGEMENT, LLC

Advisory

JEFFERSONVILLE, IN

Data as of Jun 5, 2026 · Source: SEC Form ADV

Rank in IN
#205
of 270 advisers by AUM
Average account
$222K
across 466 accounts
AUM per adviser
$26M
4 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM
$104M
Discretionary %
99.5%
Clients
466
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$104M
Discretionary AUM$103M
Non-Discretionary AUM$549K
Discretionary %99.5%
Total Clients466
Team
Total Employees5
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, KY, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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SERVANT CAPITAL ADVISORS, LLC
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WISDOM WEALTH ABUNDANCE, LLC
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CORWIN COMPANY LLC
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$101M

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