Peak Capital Management

Overview

Peak Capital Management is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include percentage-of-AUM billing, hourly charges, and other fee types. Peak Capital Management reports an affiliation with an insurance company and does not describe itself as an active ESG investor or a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives