COLORADO SPRINGS, COCRD 113967Latest ADV March 25, 2026
Peak Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 25, 2026, reports $235M in regulatory assets under management, 2 employees, 1 office, and 195 accounts.
Assets Under Management
$235M
Employees
2
Offices
1 office
Total Clients
40
Primary office
COLORADO SPRINGS, CO
5825 DELMONICO DRIVE, SUITE 310, COLORADO SPRINGS, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.5% of total clients.
Top client categories% of clientsClients
1
HNWI
62.5%
25
2
Individuals
35.0%
14
3
Charitable
2.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of March 25, 2026
Discretionary65.2%
$153M
65% of total RAUM65.2%
Non-discretionary34.8%
$82M
35% of total RAUM34.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$235M
Total Accounts195
10Y AUM Change+$104M (+79.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee20:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.