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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- 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.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
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Technology
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
Prime summit
Horizon capital vector
- CRD
- #46743
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
Total SMA Asset: $1,011,130,724
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $635,727,296 | 18.4% |
| Public Funds | $874,125,032 | 25.3% |
| Cash | $290,223,331 | 8.4% |
| U.S. Government/Agency | $815,389,358 | 23.6% |
| Corporate - Investment Grade | $500,980,750 | 14.5% |
| Municipal Bonds | $338,593,887 | 9.8% |
| Total | $3,455,039,654 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH INSIGHT | INSIGHT PEAK | U8A5PTFZK | LSMKB | 10.54% | $13,526,037 |
| GLACIER ELEMENT BEACON | CATALYST QUANTUM | D3OGVGNZI | LJQWI | 7.77% | $88,814,279 |
| NORTH OAK FOCUS | CATALYST FOCUS | CLNMAOK7M | DTM | 0.72% | $64,776,118 |
| VITAL PEAK SIGNAL | WAVE GLACIER | PKK0AFIAB | YDZKB | 7.56% | $33,275,961 |
| PEAK FOUNDATION CAPITAL | CAPITAL INSIGHT | LRY87HASY | LHQ | 4.26% | $23,940,064 |
| SIGNAL CAPITAL | ELEMENT VERTEX | 4BQTZ14WK | JANTO | 2.49% | $1,392,694 |
| ATLAS OPTIMA | LEGACY WAVE | 6SA5H3KYX | KZOS | 12.49% | $27,766,705 |
| HARBOR RADIAL VALUE | CAPITAL BEACON | PJLH0SK8E | MQZFW | 11.02% | $76,373,558 |