$255.9M Total AUM
$255.9M Disc. AUM
16.7% 3Y CAGR
4 Employees
319 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- UnisonCapital focus
- Established Date
- 10-03-2003
- Office Locations
- 1
Office Locations
8401 Connecticut Avenue Suite 401 Chevy Chase MD
About Peakstone Financial Advisors
Plotkin Financial Advisors, LLC is an independent, SEC-registered RIA (founded 2003) serving high-net-worth clients in the Washington, DC metro area. The team delivers fiduciary financial planning and asset management, with an emphasis on portfolio income optimization and long-term wealth building/preservation through a family-office service model. Custody includes Charles Schwab.
Team overview
37 AVG AGE
$85.3M AVG AUM / ADVISOR
$802.1K AVG AUM / CLIENT
7.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Pathway frontier Vertex Frontier beacon Element
Client Personas
Momentum Focus frontier
Custodian
Optima
Investment Themes
Radial Vector Wave bridge
Investment Vehicles
Oak signal
Services
Signal Timber wave Atlas Ember Pathway Optima radial Atlas Atlas pioneer Value zenith
Technology
Oak unison Matrix unison
Owner & Executives
ERICH MICHAEL IMPHONG
President
- CRD
- #5083311
- Ownership
- Less than 5%
(498) 794-4008
crest.meridian@pioneercapital.com
in linkedin.com/in/bridge-north
KRISTI LEIGH MURPHY
Chief Compliance Officer
- CRD
- #3153904
- Ownership
- Less than 5%
(872) 338-2287
signal.vertex@foundationcapital.com
in linkedin.com/in/crest-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,869,623 | $360,380 |
| Non-Discretionary | $0 | -- |
| Total | $255,869,623 | $360,380 |
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Separately Managed Accounts
Total SMA Asset: $255,869,623
Public Funds:
22.9% Equity - Exchange:
25.1% Cash:
25.1% Other:
18.0% U.S. Government/Agency:
8.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,007,701,020 | 22.9% |
| Equity - Exchange | $2,200,580,594 | 25.1% |
| Cash | $2,200,580,594 | 25.1% |
| Other | $1,578,105,605 | 18.0% |
| U.S. Government/Agency | $780,285,550 | 8.9% |
| Total | $8,767,253,363 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR OAK FOUNDATION | FOCUS VITAL | E4T9U246O | SPGZ | 10.60% | $107,482,542 |
| FUSION PATHWAY | PRIME FRONTIER | 5XW1B8IXJ | KUF | 2.05% | $9,881,480 |
| FRONTIER FOUNDATION | BEACON SIGNAL | AK1MPRRQJ | OLD | 12.11% | $77,997,702 |
| GLACIER OAK ELEMENT | NORTH QUANTUM | J5WTNX081 | GON | 5.80% | $119,495,004 |
| CREST OAK FUSION | OPTIMA ELEMENT | LX9WICEYW | LPG | 5.36% | $28,490,405 |
| BEACON RIDGE RADIAL | PIONEER OAK | 0V7345QWU | RXO | 9.65% | $13,757,865 |
| QUANTUM MOMENTUM | UNISON CREST | R4CTZLZLV | WZMAA | 8.73% | $62,189,643 |
| FOUNDATION SIGNAL | FRONTIER HARBOR | WE7AL1V4F | ZTN | 11.81% | $78,764,156 |