$785.9M Total AUM
$785.9M Disc. AUM
9.3% 3Y CAGR
10 Employees
223 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-02-2019
- Office Locations
- 1
Office Locations
200 Galleria Pkwy SE Suite 1175 Atlanta GA
About Regent Peak Wealth Advisors, LLC
Regent Peak Wealth Advisors is a registered independent RIA that acts as a “copilot” for creators of significant wealth—multi-generational families, business owners, entrepreneurs, corporate executives, and fiduciaries. The team helps organize complex financial decisions and implements tailored strategies with objective advice. Custody includes Charles Schwab & Co.
Team overview
34 AVG AGE
$112.3M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
3.8 yrs AVG TENURE
10 Employees
7 Advisory Reps
7 RIA Reps
7yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
CRAIG NICHOLAS ROBSON
MANAGING DIRECTOR, Wealth Advisor
- CRD
- #2491312
- Ownership
- 75% or more
Available
Available
Available
KEVIN NICHOLAS MANNING
Advisor, Chief Financial Officer
- CRD
- #4718946
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 5 owners & executives
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Alexander Alba
Wealth Advisor
- CRD
- #6818254
Available
Available
Available
S
Solomon Austin Cohen
--
- CRD
- #7250189
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $785,861,395 | $487,810 |
| Non-Discretionary | $0 | -- |
| Total | $785,861,395 | $487,810 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Other:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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