Data / Investment advisers / Colorado / Peak Investment Advisors, Inc.
Peak Investment Advisors, Inc., Colorado Springs, CO: $235 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Peak Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Colorado Springs, Colorado and reports $235 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Peak Investment Advisors, Inc. (CRD number 113967): 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
- 113967
- SEC file number
- 801-130549
- SEC status
- Approved, effective July 1, 2024
- Main office
- 5825 Delmonico Drive Suite 310, Colorado Springs, CO 80919
- Phone
- (719) 260-6475
- Website
- peakinvestmentadvisors.com
- Regulatory AUM
- $234,624,302 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $152,942,104
- Non discretionary AUM
- $81,682,198
- Accounts
- 195
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 25, 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 |
|---|---|---|
| High net worth individuals | 25 | $224.6 million |
| Individuals (other than high net worth individuals) | 14 | $6.5 million |
| Charitable organizations | 1 | $3.5 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 |
|---|---|---|
| April 1, 2026 | $234.6 million | March 25, 2026 |
| December 1, 2025 | $139.6 million | March 20, 2025 |
Other advisers in Colorado Springs
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Intergy Private Wealth, LLC | Colorado Springs | $602.6 million | Not listed | adviserinfo.sec.gov |
| One Bow River Advisers, LLC. | Colorado Springs | $525.9 million | 1 | adviserinfo.sec.gov |
| Petra Financial Advisors Inc | Colorado Springs | $447.2 million | Not listed | adviserinfo.sec.gov |
| Cascade Investment Group, Inc. | Colorado Springs | $419.9 million | Not listed | adviserinfo.sec.gov |
| Exceptional Wealth & Family Office | Colorado Springs | $292.2 million | Not listed | adviserinfo.sec.gov |
| Bonfire Financial, LLC | Colorado Springs | $234 million | Not listed | adviserinfo.sec.gov |
| Bauer Wealth Management Inc. | Colorado Springs | $205.9 million | Not listed | adviserinfo.sec.gov |
| Intentional Wealth Strategies | Colorado Springs | $171.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Colorado Springs, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Peak 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.