PEAK AMERICAN INVESTMENT ADVISORS, INC.

Overview

Peak American Investment Advisors, Inc. is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered as of 2025 and reports an ownership structure that involves a domestic legal entity alongside an individual owner. Its fee model combines percentage-of-AUM billing with fixed-fee arrangements. Core advisory activities include comprehensive financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and offering educational seminars or workshops. The firm is not identified as an active ESG investor and lists an affiliation with an insurance company.

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Public Holdings

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Location & Offices