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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- ValuePeak
- Established Date
- 06-12-1986
- Office Locations
- 1
Office Locations
About Peloton Capital Management
Peloton Capital Management provides fee-only portfolio management for individuals and institutional accounts, plus comprehensive wealth management and strategic financial planning for high-net-worth households via its Private Client Group. The team uses internal research and a disciplined, fundamentals-based process under a fiduciary standard. Portfolios are implemented primarily with ETFs in SMAs, with custody through firms such as Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
MATTHEW KAMP BRADLEY
Chief Compliance Officer, Managing Partner, Partner, President
- CRD
- #4641232
- Ownership
- 50% but less than 75%
STEPHEN PAUL CARR
Director Of Research, Partner, TREASURER
- CRD
- #2784322
- Ownership
- 10% but less than 25%
Signal unison
Focus catalyst vector
- CRD
- #70908
- Ownership
- 43.1%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $281,997,605 | $884,005 |
| Non-Discretionary | $0 | -- |
| Total | $281,997,605 | $884,005 |
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Separately Managed Accounts
Total SMA Asset: $281,997,605
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $557,330,782 | 17.5% |
| Corporate - Investment Grade | $601,917,244 | 18.9% |
| Cash | $611,471,486 | 19.2% |
| Municipal Bonds | $710,198,653 | 22.3% |
| Private Funds | $703,829,158 | 22.1% |
| Total | $3,184,747,323 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME PIONEER VECTOR | SIGNAL MATRIX | K2E5L61FR | XNYG | 0.77% | $85,888,914 |
| OAK CATALYST EMBER | FRONTIER RADIAL | 4OUCMX795 | IXE | 6.32% | $74,855,101 |
| VERTEX OAK QUANTUM | VALUE RADIAL | QZ3EO5MRW | NIPFH | 11.77% | $87,535,731 |
| PRIME PRIME | RIDGE CATALYST | J1WNNGA0R | AHB | 10.64% | $115,564,228 |
| MERIDIAN FUSION | OPTIMA RADIAL | LY65BH3B1 | IAM | 11.89% | $41,905,416 |
| UNISON EMBER RIDGE | LEGACY ELEMENT | E5J0UW1QJ | BNSP | 6.61% | $104,021,209 |
| ZENITH PEAK | BEACON ATLAS | 42M2ZQ1EO | FNTW | 10.84% | $36,555,631 |
| PATHWAY ELEMENT GLACIER | ATLAS GLACIER | LZ7GBFUE6 | LETB | 4.35% | $46,955,039 |