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- Custodian
- Axos · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-20-2016
- Office Locations
- 1
Office Locations
About Olympus Peaks Financial, LLC
Olympus Peaks Financial, LLC is a Sandy, Utah–based RIA providing financial management and business-focused planning, including investment planning, tax and estate planning, retirement plans, insurance, and succession guidance. Serves retail clients such as business owners and retirees, with portfolios built primarily with public funds and ETFs alongside fixed income. Boutique, founder-led practice; custodians include TD Ameritrade and Axos.
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Owner & Executives
REGINALD TROY MAXFIELD
Chief Compliance Officer, Managing Partner, President
- CRD
- #5308823
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,443,347 | $364,545 |
| Non-Discretionary | $0 | -- |
| Total | $141,443,347 | $364,545 |
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Separately Managed Accounts
Total SMA Asset: $141,443,347
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,189,276,665 | 34.4% |
| Equity - Exchange | $1,127,047,072 | 32.6% |
| Corporate - Investment Grade | $522,037,141 | 15.1% |
| Cash | $618,838,730 | 17.9% |
| Total | $3,457,199,608 | 100.0% |