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BROOKSTONE FINANCIAL
PMB CAPITAL MANAGEMENT, LLC
CRD 168185
2213 ALLISON LANE, JEFFERSONVILLE, IN, 47130, United States
Phone
812-288-9000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$103.6M
Discretionary AUM
$103.1M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 452 | $82.6M |
| High net worth individuals | 11 | $19.7M |
| Corporations/business entities | 3 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD