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Firm profile

Peak American Investment Advisors, Inc..

PLANO, TXCRD 145056Latest ADV June 23, 2026

Peak American Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Plano, TX. Its latest Form ADV filing, dated January 23, 2026, reports $126M in regulatory assets under management, 14 employees, and 614 accounts.

Assets Under Management
$149M
Employees
10
Offices
--
Total Clients
458
Primary office
PLANO, TX
2400 DALLAS PARKWAY, STE 100, PLANO, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMatthew W. Mcintyre
CCOLori A. Dunn

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 93.7% of total clients.
Top client categories% of clientsClients
1
Individuals
93.7%
429
2
HNWI
6.3%
29

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$149Mas of June 23, 2026
Discretionary100.0%
$149M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$149M
Total Accounts650
10Y AUM Change+$49M (+48.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee46:1
10Y Employee Change-3 (-23.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.