Peak American Investment Advisors, Inc.
● SEC registered since 2025CRD 145056SEC# 801-133891Plano, TX
Reg. AUM
$149M
Employees
10
Accounts
650
Location
Plano, TX
Peak American Investment Advisors, Inc. assets under management
Peak American Investment Advisors, Inc. is an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2025. It reports $149 million in regulatory assets under management and employs 10 people.
Peak American Investment Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lori Anne Dunn | Director, Chief Compliance Officer, Secretary | Under 5% | 2020 |
| Matthew Wade McIntyre Control | President | Under 5% | 2021 |
| Peak American Financial Companies Control | Parent Company | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Peak American Investment Advisors, Inc. manage?
Peak American Investment Advisors, Inc. reports $149 million in regulatory assets under management on its Form ADV.
How many employees does Peak American Investment Advisors, Inc. have?
Peak American Investment Advisors, Inc. reports 10 employees.
Where is Peak American Investment Advisors, Inc. located?
Peak American Investment Advisors, Inc. is based in Plano, TX and has been SEC-registered since 2025.
Does Peak American Investment Advisors, Inc. disclose fund performance?
Peak American Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2400 Dallas Parkway, Ste 100, Plano, TX 75093 |
| Phone | 972-212-9292 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149M▲ 48%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$149Mregulatory AUM
Discretionary $149M