Peak Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$85,067,000
Total clients
293
8% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
147
Average account size
$290,331
About
Peak Capital Management provides investment advisory services to individuals, trusts, estates and business organizations, offering discretionary portfolio management alongside estate planning and tax-preparation support. The firm manages roughly $85 million in client assets and operates with two advisors serving several hundred client relationships.
The firm describes an education-focused approach, working with clients to identify objectives, build customized asset allocations, and monitor and rebalance portfolios on an ongoing basis. It deploys both in-house management and third-party sub-advisers and integrates estate planning via an online attorney network as part of its service mix.
Peak Capital Management is affiliated through common ownership with Treasure Coast Financial Group LLC, and many of its advising personnel are licensed insurance agents who may earn commission-based compensation for insurance products. The brochure also discloses a franchise arrangement with Retirement Income Source LLC that involves using an affiliated sub-adviser (Sound Income Strategies) and notes the firm’s in‑house tax services and estate-planning implementation relationships, all of which the firm identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Estate planning packages range from $500 to $1,800 depending on package selected; additional fees for add-on services such as property deeds ($199 per deed).
1% to 2%, negotiable depending on size and complexity of account
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
Tax preparation fees up to $250 for basic Form 1040; additional fees for more complex returns.
Main office location
Peak Capital Management
750 Se Indian St.
Stuart FL 34997, United States
Number of offices
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")