$268.8M Total AUM
$267.3M Disc. AUM
-- 3Y CAGR
3 Employees
122 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst focusFoundation element +more
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
155 South Madison Street Suite 210 Denver CO
About Peak Financial Advisors
Peak Financial Advisors is a Denver-based RIA founded in 1997 that partners with retail and institutional clients on goals-based financial planning and portfolio management. The firm also supports tax and estate planning, using diversified allocations with a meaningful ETF and public-fund mix alongside fixed income and select alternatives. Custody includes Charles Schwab.
Team overview
49 AVG AGE
$134.4M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
22.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Alpha Pioneer ember Bridge Bridge bridge Optima Fusion pathway
Custodian
Insight Horizon Horizon
Investment Themes
Ember Vector Oak catalyst Foundation Unison
Investment Vehicles
Pioneer focus
Platform
Harbor focus
Services
Timber peak Signal Bridge timber Bridge Fusion foundation Ridge Frontier
Technology
Frontier focus Zenith Pathway
Owner & Executives
B
BRIAN TIMOTHY SELLS
Chief Investment Officer, Managing Partner
- CRD
- #2617524
- Ownership
- 75% or more
(559) 640-5143
zenith.oak@pioneercapital.com
in linkedin.com/in/value-delta
DEBBIE JOYCLYN FREEMAN
Director, DIRECTOR OF TAX, FINANCIAL PLANNING, PARTNER
- CRD
- #5756376
- Ownership
- 10% but less than 25%
(846) 834-8224
element.prime@vitalcapital.com
in linkedin.com/in/oak-matrix
P
Peak focus
Momentum matrix
- CRD
- #88302
- Ownership
- 28.7%
(770) 812-3095
crest.horizon@deltacapital.com
in linkedin.com/in/pioneer-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $267,318,341 | $683,679 |
| Non-Discretionary | $1,432,853 | $79,603 |
| Total | $268,751,194 | $657,093 |
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Separately Managed Accounts
Total SMA Asset: $268,751,194
Public Funds:
10.6% Equity - Exchange:
16.8% U.S. Government/Agency:
14.5% Cash:
11.3% Corporate - Investment Grade:
18.7% Municipal Bonds:
19.0% Corporate - Non-Investment Grade:
9.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $110,869,331 | 10.6% |
| Equity - Exchange | $175,717,430 | 16.8% |
| U.S. Government/Agency | $151,660,877 | 14.5% |
| Cash | $118,190,890 | 11.3% |
| Corporate - Investment Grade | $195,590,235 | 18.7% |
| Municipal Bonds | $198,728,046 | 19.0% |
| Corporate - Non-Investment Grade | $95,180,275 | 9.1% |
| Total | $1,045,937,084 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM MERIDIAN PRIME | SUMMIT VERTEX | 5PG0FTACS | GJMLL | 9.93% | $80,513,249 |
| FRONTIER DELTA ZENITH | FUSION OAK | 3HUHQUBN4 | MJBS | 10.11% | $43,288,627 |
| CAPITAL HORIZON | ELEMENT DELTA | UVFKNRAOB | ZHKF | 2.63% | $25,529,947 |
| ZENITH TIMBER | SIGNAL VITAL | HU2KF8QVC | YNMM | 8.05% | $113,137,046 |
| GLACIER VITAL | EMBER CAPITAL | ZDUM5IG14 | MGCAY | 8.11% | $57,992,565 |
| UNISON MERIDIAN CREST | MERIDIAN CREST | HFRILYQ0F | ADKX | 6.91% | $66,260,762 |
| ELEMENT EMBER VALUE | FRONTIER CATALYST | 62FS6ULJ3 | VHUJQ | 2.61% | $71,634,557 |
| WAVE VERTEX FRONTIER | OPTIMA ALPHA | ILGOSPNUZ | EXIV | 3.46% | $114,000,443 |