PEAK CAPITAL MANAGEMENT

Overview

Peak Capital Management is an independent registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm operates as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers when needed. Its fee arrangements include a percentage-of-AUM component along with hourly billing and other fee structures. The firm is not positioned as an active ESG investor and does not present itself as a multi-state adviser. Peak Capital Management also lists an affiliation with an insurance company, which may reflect distribution or product relationships used alongside its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives