CHAPEL HILL, NCCRD 154804Latest ADV April 20, 2026
Old Peak Finance is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chapel Hill, NC. Its latest Form ADV filing, dated April 20, 2026, reports $714M in regulatory assets under management, 10 employees, and 674 accounts.
Assets Under Management
$714M
Employees
10
Offices
--
Total Clients
176
Primary office
CHAPEL HILL, NC
100 EUROPA DRIVE, SUITE 410, CHAPEL HILL, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.8% of total clients.
Top client categories% of clientsClients
1
HNWI
60.8%
107
2
Individuals
38.1%
67
3
Charitable
0.6%
1
4
Corporations
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$714Mas of April 20, 2026
Discretionary67.3%
$481M
67% of total RAUM67.3%
Non-discretionary32.7%
$234M
33% of total RAUM32.7%
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.
Total AUM$714M
Total Accounts674
10Y AUM Change+$612M (+598.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee18:1
10Y Employee Change+6 (+150.0%)
* 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.