Data / Investment advisers / Texas / Peak American Investment Advisors, Inc.
Peak American Investment Advisors, Inc., Plano, TX: $162 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Peak American Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Plano, Texas and reports $162 million in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Peak American Investment Advisors, Inc. (CRD number 145056): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 145056
- SEC file number
- 801-133891
- SEC status
- Approved, effective July 17, 2025
- Main office
- 2400 Dallas Parkway Ste 100, Plano, TX 75093
- Phone
- (972) 212-9292
- Regulatory AUM
- $162,050,631 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $162,050,631
- Accounts
- 700
- Employees
- 10, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 296 | $91 million |
| High net worth individuals | 33 | $71.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $162.1 million | September 8, 2026 |
| July 1, 2026 | $149 million | June 23, 2026 |
| February 2, 2026 | $126.3 million | January 23, 2026 |
| December 1, 2025 | $100.4 million | October 2, 2025 |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vann Equity Management LLC | Plano | $231.2 million | Not listed | adviserinfo.sec.gov |
| Strategic Financial Planning, Inc. | Plano | $220.6 million | Not listed | adviserinfo.sec.gov |
| White Rock Oil & Gas Holdings, LLC | Plano | $205.1 million | 4 | adviserinfo.sec.gov |
| Fulcrum Wealth Management | Plano | $192.8 million | Not listed | adviserinfo.sec.gov |
| Mytimeequity | Plano | $184 million | 6 | adviserinfo.sec.gov |
| Spectrum Advisors, Inc. | Plano | $160 million | Not listed | adviserinfo.sec.gov |
| PMG Family Office, LLC | Plano | $144 million | Not listed | adviserinfo.sec.gov |
| Eubank, Hutson & Associates, LLC | Plano | $137.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Peak American Investment Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.