P
Peacher, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,288,000
Clients
23
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
23
TypicalAverage account size
$664,696
About
Peacher, Inc. is a small independent registered investment adviser that provides discretionary portfolio management primarily to high‑net‑worth individuals, corporations, and charitable institutions, serving a limited number of client accounts. Its services emphasize active trading in domestic and foreign equities and exchange‑traded products rather than brokerage distribution or turnkey wrap programs.
The firm’s investment approach is built on quantitative predictive modeling and systematic trading, using pattern‑recognition models tested across multi‑decade datasets to generate short‑, medium‑ and long‑term signals, with automated execution and risk‑management overlays. Strategies may include options, leverage and frequent trading, clients generally are not able to impose security‑level restrictions on the model portfolios, and limited manual intervention is used to adjust the system as research evolves.
Peacher is atypical for a small independent adviser in that it uses performance‑based compensation arrangements in addition to asset‑based fees and does not generally target non‑high‑net‑worth retail individuals. The firm discloses the principal’s outside professional activities and minority ownership in a quantitative‑signals business, and also reports a prior state consent order related to earlier unregistered advisory activity, with procedures described to address potential conflicts and compliance.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Occupation focus
Doctor or Medical Professional
Fee options
2% annually
15% of performance above benchmark with high-water mark, charged quarterly
Main office location
Peacher, Inc.
331 Emerald Bay
Laguna Beach CA 92651, United States
Number of offices
1
Most active in
Peacher, Inc. has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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
Advisors at this firm
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