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- Custodian
- Assetmark · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Summit zenith
- Established Date
- 08-14-2018
- Office Locations
- 2
Office Locations
About Lone Peak Advisers
Lone Peak Advisers is an asset management and advisory firm offering tailored access to thousands of investment strategies, paired with holistic financial planning and fiduciary advice. The firm supports individuals and institutions with services including employee benefit packages and self-directed brokerage accounts, and centers delivery on a unified client dashboard that aggregates assets and liabilities with highly responsive advisor communication.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID WILLIAM JAMES
Financial Advisor, Manager, PRINCIPAL
- CRD
- #1241412
- Ownership
- 75% or more
BRAD JEDD MYERS
Chief Compliance Officer, SUPERVISORY PRINCIPAL
- CRD
- #4171462
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jim Lee DeMuth
President
- CRD
- #7521400
AARON L HAMMER
--
- CRD
- #4803779
Insight delta
Meridian fusion legacy
- CRD
- #54363
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,444,600 | $138,613 |
| Non-Discretionary | $0 | -- |
| Total | $125,444,600 | $138,613 |
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Separately Managed Accounts
Total SMA Asset: $125,444,600
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,310,503,744 | 27.1% |
| Public Funds | $884,952,713 | 18.3% |
| Equity - Exchange | $2,640,350,716 | 54.6% |
| Total | $4,835,807,173 | 100.0% |