Peak American Investment Advisors, Inc.

Overview

Peak American Investment Advisors, Inc. is a corporation operating as an independent registered investment adviser. The firm’s SEC registration date is listed as 2025. Ownership is a mix of a domestic entity and an individual, and its client focus is individuals and families. Advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. Compensation is charged as a percentage of assets under management and through fixed fees. Regulatory filings indicate the firm does not characterize itself as an active ESG investor, is not identified as a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm also notes an affiliation with an insurance company, which may inform product access or client service offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices