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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- MomentumHarbor focus
- Established Date
- 10-08-2008
- Office Locations
- 1
Office Locations
About Peddock Capital Advisors, LLC
Peddock Capital Advisors is a Braintree, MA registered investment adviser providing investment and wealth management plus financial planning for high-net-worth families, business owners, and professionals. The team builds customized, one-on-one strategies and manages portfolios with an ETF- and fixed-income-oriented allocation approach. Established in 2008, with 100+ years of combined experience and custody via Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
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Owner & Executives
PETER ERNEST SIMMONS
Chief Executive Officer
- CRD
- #4379811
- Ownership
- 75% or more
Ian Gosselin Browning
DIRECTOR OF INVESTMENT STRATEGY, Managing Director, PARTNER
- CRD
- #6704499
- Ownership
- 5% but less than 10%
Vital legacy
Meridian radial
- CRD
- #20819
- Ownership
- 44.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $801,133,055 | $1,615,188 |
| Non-Discretionary | $35,021,792 | $8,755,448 |
| Total | $836,154,847 | $1,672,310 |
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Separately Managed Accounts
Total SMA Asset: $836,154,847
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $692,932,279 | 12.4% |
| U.S. Government/Agency | $782,342,896 | 14.0% |
| Cash | $1,139,985,362 | 20.4% |
| Municipal Bonds | $1,240,572,306 | 22.2% |
| Corporate - Investment Grade | $1,290,865,778 | 23.1% |
| Public Funds | $441,464,920 | 7.9% |
| Total | $5,588,163,541 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM HORIZON CATALYST | SUMMIT PRIME | TK7YOMEYS | TUSCL | 5.90% | $18,170,704 |
| ATLAS PRIME | SUMMIT GLACIER | V3EAYE0OI | QTF | 1.21% | $1,047,717 |
| PATHWAY CREST INSIGHT | VERTEX VECTOR | LG5FS4LR0 | AKXU | 2.67% | $58,660,060 |
| TIMBER VERTEX ATLAS | VERTEX CAPITAL | INMRQZPBJ | EYJ | 4.26% | $63,716,387 |
| CAPITAL VERTEX QUANTUM | PIONEER BRIDGE | IIE8I4MTT | WNXNN | 1.00% | $19,365,784 |
| FOCUS WAVE | SIGNAL QUANTUM | MXQD3MS0B | WUE | 7.71% | $101,042,965 |
| RADIAL PEAK QUANTUM | VALUE DELTA | 053RXBM39 | NWJBZ | 8.04% | $49,437,697 |
| INSIGHT FUSION HARBOR | HARBOR TIMBER | FFQDE7MJ1 | JZPKR | 3.84% | $113,314,575 |