# PEAK INVESTMENT ADVISORS, INC.

PEAK INVESTMENT ADVISORS, INC. of GERMANTOWN, MD is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 117875
- Type: SEC-registered investment adviser
- SEC file number: 801-125943
- Location: 13216 EXECUTIVE PARK TERRACE, GERMANTOWN, MD, 20874
- Phone: 240-361-2700
- Latest filing: 2026-03-05
- Regulatory AUM: $102.7M
- Discretionary AUM: $100.4M
- Non-discretionary AUM: $2.3M
- Clients: 2
- Accounts: 232

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| FALK SEAN EVERETT | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| FRIEDMAN BRETT ADAM | SECRETARY/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117875/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117875/similar
- Related entities: https://search.stillhousedata.com/firm/117875/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117875

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.