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Peak American Investment Advisors, Inc.

Peak American Investment Advisors, Inc.. CRD 145056

Peak American Investment Advisors, Inc. logo

CRD: 145056

Peak American Investment Advisors, Inc.

Plano, TX, 75093
9722129292
peakamericanfinancial.com
$149.0M Total AUM
$149.0M Disc. AUM
-- 3Y CAGR
10 Employees
458 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Alpha
Established Date
10-18-2007
Office Locations
3

Office Locations

2400 Dallas Parkway STE 100 Plano TX
-- Grand Prairie TX
-- Kutztown PA

About Peak American Investment Advisors, Inc.

Peak American Investment Advisors is a Plano, TX RIA serving high-achieving professionals and business owners with goal-based wealth management. The firm provides integrated investment advice, retirement income planning, tax and risk management, and estate/legacy coordination through its Peak Summit Strategy framework. Public filings indicate portfolios are primarily ETF-based and custodied at Charles Schwab.

Team overview

31 AVG AGE
$14.9M AVG AUM / ADVISOR
$325.3K AVG AUM / CLIENT
4.7 yrs AVG TENURE
10 Employees
10 Advisory Reps
10 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Glacier momentum Vertex crest Crest

Client Personas

Signal Crest element Focus

Custodian

Meridian insight Oak insight Optima focus Vertex pioneer Crest Prime Peak foundation

Investment Themes

Vector Catalyst Legacy signal Oak frontier Value

Investment Vehicles

Unison

Platform

Delta Legacy

Services

Matrix Timber signal Optima prime Vertex Alpha Capital Delta ember Frontier prime Momentum oak Vital vertex Signal Focus capital

Technology

Pioneer

Owner & Executives

Lori Anne Dunn

Lori Anne Dunn

Chief Compliance Officer, DIRECTOR, President, Secretary

CRD
#7062383
Ownership
Less than 5%
(849) 692-3215
north.foundation@horizoncapital.com
in linkedin.com/in/unison-crest
MATTHEW WADE MCINTYRE

MATTHEW WADE MCINTYRE

Investment Advisor Representative, President

CRD
#5414253
Ownership
Less than 5%
(583) 981-7334
ember.horizon@peakcapital.com
in linkedin.com/in/fusion-ridge

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Contacts

JAMES CLIFFORD BASSETT

JAMES CLIFFORD BASSETT

Vice President of Business Development

CRD
#6445839
(801) 286-4560
crest.vital@quantumcapital.com
in linkedin.com/in/legacy-foundation
ROBERT DOUGLAS BLAIR

ROBERT DOUGLAS BLAIR

Director of Portfolio Management

CRD
#2806294
(562) 927-9578
glacier.wave@embercapital.com
in linkedin.com/in/delta-zenith
E

Ember matrix

Optima pioneer harbor

CRD
#67554
(774) 731-4733
element.vertex@bridgecapital.com
in linkedin.com/in/alpha-foundation

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-02-2025
06-23-2026
Category Assets AVG. Account size
Discretionary $148,987,179 $229,211
Non-Discretionary $0 --
Total $148,987,179 $229,211

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Separately Managed Accounts

Total SMA Asset: $148,987,179

$149.0M Total SMA
Equity - Exchange:
44.0%
Public Funds:
56.0%
Asset class Assets Assets %
Equity - Exchange $831,803,296 44.0%
Public Funds $1,058,658,741 56.0%
Total $1,890,462,037 100.0%

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