PEAK CAPITAL MANAGEMENT

PEAK CAPITAL MANAGEMENT of STUART, FL is an SEC-registered investment adviser (CRD 144600). Regulatory assets under management: $85.1M.

Registration

• CRD: 144600
• Type: Registered investment adviser
• Location: 750 SE INDIAN ST., STUART, FL, 34997
• Phone: 772-334-9592
• Latest filing: 2026-04-13
• Regulatory AUM: $85.1M
• Discretionary AUM: $85.1M
• Clients: 5
• Accounts: 443

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144600 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search