Peacock Financial, LLC

Overview

Peacock Financial, LLC is an independent registered investment adviser organized as an LLC and registered in Colorado. The firm is individually owned and serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Peacock Financial also operates as an insurance broker, reflecting an advisory model that blends investment advice with insurance distribution. Its billing mixes asset-based fees, hourly charges and fixed-fee arrangements. The firm does not position itself as an ESG investor, does not operate multi-state as an adviser, and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices