OLYMPUS PEAKS FINANCIAL, LLC

Overview

Olympus Peaks Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm positions itself as a capital allocator for individual and family clients, combining financial planning and portfolio management for individuals and small businesses with the ability to select third‑party managers where specialist exposure is needed. Fee arrangements include a percentage of assets under management and hourly billing for specific planning engagements. Investment activity is centered on publicly traded pooled products—primarily mutual funds—while the firm also commits to private-market exposure through allocations to venture capital, private placements and real estate funds. Olympus Peaks typically does not market itself as an ESG‑focused manager. Service offerings include pension consulting and adviser selection, which suggests a willingness to outsource or co‑manage segments of client portfolios when specialized expertise or access is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices