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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak valueOak
- Established Date
- 02-01-1982
- Office Locations
- 2
Office Locations
About Peninsula Asset Management INC
Peninsula Asset Management is an independent, SEC-registered investment adviser (fiduciary) providing personalized portfolio management since 1982. The firm builds and manages customized portfolios for retirees and other individuals as well as trusts, IRAs, charities, endowments, foundations, and retirement plans, balancing income needs with long-term growth while considering taxes and risk. Reported allocations are ETF- and fixed income-heavy; custody includes Charles Schwab.
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Custodian
Investment Themes
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Technology
Owner & Executives
DANIEL ROBERT CHAPPIE
SENIOR VICE PRESIDENT
- CRD
- #1487573
- Ownership
- 25% but less than 50%
WILLIAM ERASTUS MIDDLEBROOKS
Business Analyst, President
- CRD
- #1121285
- Ownership
- 25% but less than 50%
Wave pathway
Prime zenith harbor
- CRD
- #48692
- Ownership
- 31.7%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,384,949 | $1,491,409 |
| Non-Discretionary | $3,737,111 | $1,868,556 |
| Total | $284,122,060 | $1,495,379 |
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Separately Managed Accounts
Total SMA Asset: $284,122,060
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $341,605,957 | 18.5% |
| U.S. Government/Agency | $216,042,687 | 11.7% |
| Public Funds | $469,015,747 | 25.4% |
| Cash | $352,685,070 | 19.1% |
| Corporate - Investment Grade | $467,169,228 | 25.3% |
| Total | $1,846,518,689 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS EMBER VECTOR | BRIDGE RADIAL | 54OVN9TL0 | ZKBBV | 7.93% | $74,459,883 |
| HORIZON MOMENTUM | CREST ZENITH | VRT2CGFRC | USHW | 10.26% | $75,302,173 |
| FRONTIER FUSION OAK | FUSION BRIDGE | I7OVNYMUL | FECY | 6.46% | $106,711,862 |
| INSIGHT INSIGHT EAGLE | TIMBER OAK | 191T8LBPC | LOQZ | 12.10% | $76,394,176 |
| MOMENTUM VALUE | TIMBER FOUNDATION | XNJLSBW97 | ZOWQ | 3.95% | $40,547,259 |
| MOMENTUM VERTEX MOMENTUM | CAPITAL PEAK | 1VKYA8VYF | GLE | 1.07% | $47,391,815 |
| FOUNDATION INSIGHT GLACIER | SUMMIT PEAK | L52MIRSEE | YEIH | 2.84% | $45,415,953 |
| UNISON EMBER | SIGNAL PATHWAY | 2S6F2PF7D | LWWE | 2.75% | $42,506,795 |