CENTER PEAK FINANCIAL

CENTER PEAK FINANCIAL of DURHAM, NC is an SEC-registered investment adviser (CRD 335440). Regulatory assets under management: $65.5M.

Registration

• CRD: 335440
• Type: Registered investment adviser
• Location: 5011 SOUTHPARK DRIVE, DURHAM, NC, 27713
• Phone: 9192673567
• Latest filing: 2026-03-26
• Regulatory AUM: $65.5M
• Discretionary AUM: $60.6M
• Non-discretionary AUM: $4.9M
• Clients: 2
• Accounts: 332

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335440 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search