LONE PEAK ASSET MANAGEMENT, INC.

Overview

Lone Peak Asset Management, Inc. is an independent registered investment adviser that serves individual and family clients through a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm operates primarily on a non-discretionary basis, which indicates advisors present recommendations and clients retain final trading authority. Its business model combines percentage-of-AUM fees with fixed-fee engagements, reflecting a hybrid approach that can accommodate ongoing portfolio oversight as well as project-based planning work. Investment preferences skew toward equities, with a clear tilt to exchange-traded instruments. The firm appears to implement customized separatively managed account (SMA) strategies alongside collective investment vehicles, using TD Ameritrade as its primary custodian. Lone Peak’s independent structure and owner-type designation as individual suggest a compact advisory team that emphasizes direct client relationships rather than acting as a capital allocator or large institutional sponsor.

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Public Holdings

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Location & Offices