Peak Capital Management

Overview

Peak Capital Management is an independent, Florida-registered LLC that provides wealth management and financial planning to individuals and families. The firm acts as a capital allocator and includes selection of other advisers among its advisory services, indicating use of third-party managers alongside direct portfolio management. Its advisory scope covers financial planning and portfolio management for individuals and small businesses. Peak Capital charges fees based on a percentage of assets under management and other arrangements, and it reports an affiliation with an insurance company. The firm is not an active ESG investor and does not operate as a multi-state adviser.

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Public Holdings

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Location & Offices