Peak Nine Capital Advisors, LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 343681
- Registered since
- August 27, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Peak Nine Capital Advisors, LLC is a recently formed investment adviser organized as a limited liability company and registering with the SEC in 2026. The firm is owner-operated (owner type: individual) and is classified in the available data as unclassified. Its stated advisory activity is portfolio management for businesses or institutions, indicating a focus on institutional or corporate mandates rather than retail wealth management. The firm charges a percentage-of-AUM fee schedule and may also levy performance-based fees, a combination that typically aligns with active, results-driven strategies and institutional relationships. Peak Nine is not flagged as an active ESG investor, does not operate as a capital allocator, and is not listed as a pension consultant or related adviser to another registered firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Edward Calkins
Chief Operating OfficerCRD 2527212

William Marinelli
Chief Compliance OfficerCRD 6612670
Contacts
2 of 2Joseph Zadlo
TrusteeCRD 8024025
Houston Boone
CRD 5384376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 9010 Strada Strada Stell Ct
- Time zone
- ET (UTC-5)
- Office locations
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