$65.5M Total AUM
$60.6M Disc. AUM
-- 3Y CAGR
2 Employees
115 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 06-23-2025
- Office Locations
- 1
Office Locations
5011 Southpark Drive Suite 240 Durham NC
About Center Peak Financial
Center Peak Financial is a Durham-based RIA. The firm has been operating for 1 years. Managing $65.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
-- AVG AGE
$65.5M AVG AUM / ADVISOR
$569.1K AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Capital momentum Signal alpha Capital Summit crest Radial bridge Pathway Meridian momentum Pioneer
Client Personas
Catalyst Horizon
Custodian
Summit vital Harbor
Investment Themes
Pioneer Delta zenith Oak
Investment Vehicles
Zenith
Platform
Harbor
Services
Vital Unison pioneer Quantum Delta Frontier horizon Meridian optima Atlas Crest momentum Frontier oak Horizon meridian Value zenith Insight Oak Bridge
Technology
Ember
Owner & Executives
Nicholas C Seligman
Chief Compliance Officer, Owner
- CRD
- #6149940
- Ownership
- 75% or more
(663) 824-3119
insight.pathway@zenithcapital.com
in linkedin.com/in/crest-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,580,615 | -- |
| Non-Discretionary | $4,870,948 | -- |
| Total | $65,451,563 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,451,563
Public Funds:
10.4% Equity - Exchange:
25.1% Cash:
46.2% Equity - OTC:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $285,064,408 | 10.4% |
| Equity - Exchange | $687,991,985 | 25.1% |
| Cash | $1,266,343,814 | 46.2% |
| Equity - OTC | $501,603,719 | 18.3% |
| Total | $2,741,003,926 | 100.0% |