Peak American Investment Advisors, Inc.

RIASEC RegisteredEst. 2025

Total AUM

$149M

Discretionary

$149M

100% of AUM

Avg account

$229K

Accounts

650

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 145056
Registered since: July 17, 2025
Website: peakamericanfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals53.71%
HNWI46.29%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Peak American Investment Advisors, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2025. The firm identifies as a capital allocator that serves individual and family clients, charging either a percentage of assets under management or fixed fees for its services. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. The firm notes an industry affiliation with an insurance company and reports that it does not incorporate ESG criteria into its investment process.