Pacific Peak Advisors, LLC
● SEC registered since 2023CRD 326711SEC# 801-128225Ketchum, ID
Reg. AUM
$223.7M
Employees
2
Accounts
415
Location
Ketchum, ID
Pacific Peak Advisors, LLC assets under management
Pacific Peak Advisors, LLC is a registered investment adviser overseen by the SEC based in Ketchum, ID. The firm has been registered since 2023. It reports $223.7 million in regulatory assets under management and employs 2 people.
Pacific Peak Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robin Jones Kovich Robertson Control | Managing Member And Chief Compliance Officer | Over 75% | 2018 |
| Sean Michael Kovich Control | Chief Investment Officer | 10-25% | 2018 |
Frequently asked questions
How much does Pacific Peak Advisors, LLC manage?
Pacific Peak Advisors, LLC reports $223.7 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Peak Advisors, LLC have?
Pacific Peak Advisors, LLC reports 2 employees.
Where is Pacific Peak Advisors, LLC located?
Pacific Peak Advisors, LLC is based in Ketchum, ID and has been SEC-registered since 2023.
Does Pacific Peak Advisors, LLC disclose fund performance?
Pacific Peak Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 2nd Avenue, Suite 108, Ketchum, ID 83340 |
| Phone | 949-737-2626 |
| Fax | 949-606-8551 |
| Office hours | 7:30 a.m. (Mt) - 3 p.m. (Mt) |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$223.7M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$223.7Mregulatory AUM
Discretionary $223.7M