# LONE PEAK ADVISERS, LLC

LONE PEAK ADVISERS, LLC of DRAPER, UT is an SEC-registered investment adviser.

## Registration

- CRD: 296772
- Type: SEC-registered investment adviser
- SEC file number: 801-127627
- Location: 11650 SOUTH STATE STREET, SUITE 200, DRAPER, UT, 84020-7150
- Phone: 801-855-8886
- Latest filing: 2026-03-03
- Regulatory AUM: $125.4M
- Discretionary AUM: $125.4M
- Clients: 8
- Accounts: 905

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| David William James | MANAGER/PRINCIPAL | CALDICOT, X0 |
| Brad Jedd Myers | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| James Carter William | MANAGER/PRINCIPAL; MANAGING MEMBER; MANAGING MEMBER/CCO (+3 more) | — |
| OLSON BRYAN SCOTT | CHIEF COMPLIANCE OFFICER | — |
| HUDAK TRAVIS JOHN | OWNER; OWNER/NOT AN EMPLOYEE; PRESIDENT, CCO & MANAGING MEMBER (+1 more) | — |
| MUNSON BRETT ALLEN | CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| TOLOTTI RICHARD L | MANAGING MEMBER; MEMBER MANAGER | — |
| MYERS BRAD JEDD | SUPERVISORY PRINCIPAL; SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296772/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296772/similar
- Related entities: https://search.stillhousedata.com/firm/296772/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296772

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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.