Dean Peterson Capital Management, LLC

Overview

Dean Peterson Capital Management, LLC is a small, owner-led advisory boutique that manages client portfolios on a discretionary, fee-based (percentage of AUM) basis. Dean Peterson is the named individual behind the firm and the business focuses on serving individual and family clients. The firm’s stated investment preference leans toward publicly traded equities, with exchange-traded instruments forming the core of its managed assets. It is not positioned as an ESG-focused manager and operates without a multi-state adviser registration footprint. Given the firm’s size and client base, the investment approach appears tailored and concentrated: portfolios are likely built around liquid, exchange-traded exposures for ease of implementation and monitoring, supplemented by more traditional wrapper products such as mutual funds and annuities. The firm offers portfolio management services for individuals and small businesses rather than institutional or pension consulting.

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Public Holdings

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Location & Offices