C
Cloud Peak Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$152,610
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
1
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$152,610
About
Cloud Peak Advisors is a New York‑registered, single‑advisor investment advisory firm that provides portfolio management services, principally for trusts and investment company clients rather than a broad non‑HNW retail base. The firm's ADV indicates it charges percentage‑of‑AUM fees for portfolio management, a common billing approach among independent advisors.
The adviser’s background combines training in economics and law and more than two decades of experience managing personal and family trust assets, which the firm cites as the basis for its discretionary investment work with trustees and institutional accounts. The firm operates as a solo practitioner without internal supervision and the ADV also notes the publication of periodicals or newsletters as a client communication channel.
Noteworthy distinctions include the firm’s report that it acts as its own qualified custodian—a rare arrangement for an independent adviser of this size—and the disclosure of an associated law practice, which may be relevant to clients with legal or trust‑administration needs. The firm serves a very small client base (one reported client) and does not report serving non‑HNW individual clients, making its client mix atypical compared with most peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Occupation focus
Attorney
Fee options
Main office location
Cloud Peak Advisors
Oyster Bay NY, United States
Number of offices
1
Most active in
Cloud Peak Advisors has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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