# PEAK AMERICAN INVESTMENT ADVISORS, INC.

PEAK AMERICAN INVESTMENT ADVISORS, INC. of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 145056
- Type: SEC-registered investment adviser
- SEC file number: 801-133891
- Location: 2400 DALLAS PARKWAY, STE 100, PLANO, TX, 75093
- Phone: 972-212-9292
- Latest filing: 2026-06-23
- Regulatory AUM: $149.0M
- Discretionary AUM: $149.0M
- Clients: 10
- Accounts: 650

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Wade Mcintyre | PRESIDENT; SHAREHOLDER, DIRECTOR, CEO | — |
| Lori Anne Dunn | DIRECTOR, CHIEF COMPLIANCE OFFICER, SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145056/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145056/similar
- Related entities: https://search.stillhousedata.com/firm/145056/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145056

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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.