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
$126M
Employees
14
Offices
--
Total Clients
403
Primary office
PLANO, TX
2400 DALLAS PARKWAY, STE 100, PLANO, TX, United States
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 95.5% of total clients.
Top client categories% of clientsClients
1
Individuals
95.5%
385
2
HNWI
4.5%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of January 23, 2026
Discretionary100.0%
$126M
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.
Latest AUM$126M
Total Accounts614
10Y AUM Change+$26M (+25.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee29:1
10Y Employee Change+1 (+7.7%)
* 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.