P
$12.1M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
118 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 04-07-2026
- Office Locations
- 1
Office Locations
189 S State Street 200-F Clearfield UT
About Peak Horizons Capital
Peak Horizons Capital is a Clearfield-based RIA. The firm has been operating for 0 years. Managing $12.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Transamerica. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$12.1M AVG AUM / ADVISOR
$102.2K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Vital Radial Glacier Radial foundation Value signal Timber Peak Alpha value Harbor
Client Personas
Atlas beacon Matrix
Custodian
Pathway Glacier Foundation insight Vital north
Investment Themes
Unison ridge Pathway element Catalyst crest Capital
Investment Vehicles
Peak timber
Services
Prime Alpha Value beacon Pioneer horizon Legacy vector Focus
Technology
Element ridge
Owner & Executives
C
CHRISTOPHER M JANIK
President
- CRD
- #4902195
- Ownership
- 75% or more
(757) 423-7127
alpha.timber@eaglecapital.com
in linkedin.com/in/vital-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,055,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,055,736 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,055,736
Equity - Exchange:
24.4% Cash:
42.7% Equity - OTC:
32.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,770,456,536 | 24.4% |
| Cash | $3,098,298,938 | 42.7% |
| Equity - OTC | $2,387,213,937 | 32.9% |
| Total | $7,255,969,411 | 100.0% |