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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-22-1996
- Office Locations
- 3
Office Locations
About Peak Asset Management, LLC
Peak Asset Management is a Colorado-based, fee-only fiduciary advisory firm serving Boulder-area professionals, families, and business owners. It combines investment management with integrated tax, retirement, and inheritance planning, with specific expertise in equity compensation planning for RSUs, ISOs, and stock options under Colorado tax rules. Portfolios commonly use ETFs and mutual funds; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between December 9, 2025 and March 12, 2026, reported AUM increased 11.1%, from $910.0M to $1.0B.
Across 5 reported observations, AUM increased 34.4% between November 9, 2022 and March 12, 2026, from $752.3M to $1.0B.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 14 advisory representatives and 343 clients, or 24.5 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 3 reported office locations and 30 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Peak Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN NEAL MCCORVIE JR
Chief Compliance Officer, Manager, Wealth Advisor
- CRD
- #1509677
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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BETHANY ALYSSA AYLOR
Wealth Advisor
- CRD
- #6353182
NOEL FLETCHER BENNETT
Wealth Advisor
- CRD
- #4359632
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,003,999,034 | $908,596 |
| Non-Discretionary | $7,131,690 | $509,406 |
| Total | $1,011,130,724 | $903,602 |
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Separately Managed Accounts
SMA allocation detail is available
Peak Asset Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Peak Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.