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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest optima
- Established Date
- 01-10-2020
- Office Locations
- 1
Office Locations
About 46 Peaks Investment Advisory Group
46 Peaks Investment Advisory Group is an independent, fee-only RIA providing financial planning and investment management for individuals and families, with an emphasis on business owners, entrepreneurs, and retirees. The team uses an open-architecture, consultative approach and builds diversified, personalized, tax-efficient portfolios with multi-layered risk management and selective use of sophisticated non-core alternatives. Custody includes Charles Schwab.
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Owner & Executives
LOUIS CLAY FANCHER III
Certified Financial Planner, Managing Member
- CRD
- #2772262
- Ownership
- 25% but less than 50%
ERIK NMN MOSHOLT
Chief Investment Officer, Managing Member
- CRD
- #2016965
- Ownership
- 25% but less than 50%
Summit ridge
Eagle wave beacon
- CRD
- #32159
- Ownership
- 48.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,139,518 | $611,549 |
| Non-Discretionary | $0 | -- |
| Total | $272,139,518 | $611,549 |
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Separately Managed Accounts
Total SMA Asset: $272,139,518
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $732,312,189 | 31.6% |
| Cash | $268,823,462 | 11.6% |
| Private Funds | $1,316,307,984 | 56.8% |
| Total | $2,317,443,635 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER FOCUS PIONEER | VITAL GLACIER | HNNG0VWKV | AZU | 12.07% | $70,018,428 |
| MOMENTUM SUMMIT | RIDGE HARBOR | FK02TLH4I | RSQXG | 5.61% | $11,134,947 |
| ALPHA FRONTIER | FUSION FOUNDATION | 8477OQGYX | UJNDI | 3.46% | $32,427,250 |
| RADIAL VERTEX | SIGNAL CREST | OZNCLL9BI | ACXKP | 3.05% | $15,982,756 |
| PRIME ALPHA | EAGLE VALUE | H54EE0Q17 | LEMY | 8.67% | $98,418,340 |
| ZENITH MERIDIAN | QUANTUM SIGNAL | VV8O8A4KS | AYZW | 6.60% | $65,697,578 |
| PIONEER RIDGE BRIDGE | OPTIMA ZENITH | HJO9L13LC | KGG | 7.42% | $45,941,024 |
| CAPITAL ELEMENT | PATHWAY HARBOR | LCWMSC8YP | RIB | 8.21% | $1,312,678 |