# NORTHPEAK FINANCIAL, INC.

NORTHPEAK FINANCIAL, INC. of FREDERICK, MD is an SEC-registered investment adviser.

## Registration

- CRD: 142970
- Type: SEC-registered investment adviser
- Location: 50 CARROLL CREEK WAY, FREDERICK, MD, 21701
- Phone: 240-515-0113
- Latest filing: 2026-03-31
- Regulatory AUM: $66.8M
- Discretionary AUM: $65.7M
- Non-discretionary AUM: $1.1M
- Clients: 3
- Accounts: 329

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142970/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142970/similar
- Related entities: https://search.stillhousedata.com/firm/142970/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142970

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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.