← Directory
PEAK INVESTMENT ADVISORS, INC.
CRD 113967File 801-130549
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$234.6M
Below cohort median (national)
Discretionary AUM
$152.9M
Non-discretionary $81.7M
Clients
40
195 accounts
Employees
2
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 1, 2024
- Principal office
- 5825 DELMONICO DRIVE, SUITE 310, COLORADO SPRINGS, CO, 80919
- Phone
- 719-260-6475
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $234.6M
- Discretionary AUM
- $152.9M
- Non-discretionary AUM
- $81.7M
- Discretionary accounts
- 192
- Non-discretionary accounts
- 3
- Total accounts
- 195
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $3.5M |
| High net worth individuals | 25 | $224.6M |
| Individuals (other than high net worth individuals) | 14 | $6.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.