Peak Asset Management, LLC
● SEC registered since 1996CRD 106944SEC# 801-52118Louisville, CO
Reg. AUM
$1.01B
Employees
16
Accounts
1,119
Location
Louisville, CO
Peak Asset Management, LLC assets under management
Peak Asset Management, LLC is an SEC-registered investment adviser based in Louisville, CO. The firm has been registered since 1996. It reports $1 billion in regulatory assets under management and employs 16 people.
Peak Asset Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Neal McCorvie Control | Cco | Under 5% | 2000 |
| McCorvie Financial, LLC Control | Member | 25-50% | 2023 |
| Tara Hume Financial Consulting, LLC Control | Managing Member | 50-75% | 2009 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Peak Asset Management, LLC manage?
Peak Asset Management, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Peak Asset Management, LLC have?
Peak Asset Management, LLC reports 16 employees.
Where is Peak Asset Management, LLC located?
Peak Asset Management, LLC is based in Louisville, CO and has been SEC-registered since 1996.
Does Peak Asset Management, LLC disclose fund performance?
Peak Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1371 E. Hecla Drive, Suite a, Louisville, CO 80027 |
| Phone | 303-926-0100 |
| Fax | 303-926-0098 |
| Office hours | 7:30 - 5:00 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1632512 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $1BNon-discretionary $7.1M