This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RadialNorth prime +more
- Established Date
- 08-24-2007
- Office Locations
- 1
Office Locations
About Peak Capital Management
Peak Capital Management is a Stuart, FL advisory firm focused on retirees and near‑retirees, pairing financial education with conservative retirement planning. The team designs strategies to help preserve savings, reduce market risk, and generate reliable retirement income, including Social Security optimization. As a Retirement Income Source member, it draws on a national network of income specialists and an SEC-registered partner RIA with over $3B managed.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD MICHAEL BURLEIGH
Co-Owner, President
- CRD
- #4307228
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Benjamin Joseph Graybow
Advisor
- CRD
- #7250266
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,067,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,067,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $85,067,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,174,466,346 | 42.4% |
| Corporate - Investment Grade | $3,301,744,478 | 44.1% |
| Corporate - Non-Investment Grade | $1,010,738,106 | 13.5% |
| Total | $7,486,948,930 | 100.0% |
13F Holdings | Q1 2020
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA ZENITH | ZENITH INSIGHT | DALVFLVXS | CSUZE | 8.52% | $42,131,168 |
| PEAK INSIGHT FOCUS | PRIME ELEMENT | VG1E2E95D | OJY | 3.05% | $115,107,003 |
| CATALYST BEACON | PEAK ALPHA | 6GSMSGHQB | NAAN | 9.70% | $84,516,311 |
| RADIAL VERTEX | PEAK ZENITH | B7FXRKSPT | JBTEF | 4.56% | $8,682,280 |
| FRONTIER WAVE FRONTIER | PIONEER RADIAL | 2RMLL4WYI | NYKD | 9.35% | $96,709,464 |
| MOMENTUM FOUNDATION | UNISON VITAL | Q5916TCAK | EKQI | 5.26% | $2,194,239 |
| MERIDIAN ELEMENT INSIGHT | SUMMIT HORIZON | VIH0M1HK0 | XCUP | 7.10% | $13,091,297 |
| ATLAS VERTEX | EAGLE ZENITH | 9HDARJI9R | JUTE | 2.29% | $58,231,105 |