A complete list of active advisors currently associated with Cloud Peak Advisors

Warmer can help you find a great advisor at Cloud Peak Advisors or one who fits your needs even better.

Cloud Peak Advisors is a New York‑registered, single‑advisor investment advisory firm that provides portfolio management services, principally for trusts and investment company clients rather than a broad non‑HNW retail base. The firm's ADV indicates it charges percentage‑of‑AUM fees for portfolio management, a common billing approach among independent advisors. The adviser’s background combines training in economics and law and more than two decades of experience managing personal and family trust assets, which the firm cites as the basis for its discretionary investment work with trustees and institutional accounts. The firm operates as a solo practitioner without internal supervision and the ADV also notes the publication of periodicals or newsletters as a client communication channel. Noteworthy distinctions include the firm’s report that it acts as its own qualified custodian—a rare arrangement for an independent adviser of this size—and the disclosure of an associated law practice, which may be relevant to clients with legal or trust‑administration needs. The firm serves a very small client base (one reported client) and does not report serving non‑HNW individual clients, making its client mix atypical compared with most peers.

To learn more about the advisors currently working at Cloud Peak Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.