Pacific Peak Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$211,569,149
Clients
182
Advisors
2
of 2 employees
About
Pacific Peak Advisors serves individuals, high net‑worth clients, families, corporations, estates and trusts, providing discretionary investment management and integrated financial planning. The firm advises on held‑away assets and retirement plan rollovers and initiates advisory relationships only after an Investment Management Agreement is executed.
The firm follows an active, asset‑allocation centered approach that emphasizes diversified allocations among equities, ETFs, mutual funds and fixed income, with rebalancing on a quarterly, semi‑annual or annual cadence and periodic use of fundamental, quantitative, technical and model‑manager analysis. Pacific Peak requires a minimum net worth of $500,000 to initiate advisory and money‑management services (subject to waiver) and tailors portfolios and trading guidelines to each client’s written profile and investment plan.
Noteworthy distinctions include a small advisory team (two advisors) managing over $220 million in discretionary AUM, and advisory personnel who are also registered representatives of Simplicity Investments, Inc. and licensed insurance agents — arrangements that involve commission‑based securities transactions, 12b‑1 trails and insurance compensation disclosed as potential conflicts of interest. The firm routinely recommends Fidelity Institutional Wealth Services as custodian and receives platform services from that custodian, and it does not aggregate or block client trades, instead placing orders on an individual or sequential basis.
Client services
Expertise
Fee options
Maximum annual fee of 1.00%, billed quarterly in arrears based on the value of the account on the last business day of the prior quarter. Fees are negotiable on a client-by-client basis.
Advisory personnel may receive commission-based compensation through affiliated broker-dealer activities separate from the firm's advisory fees.
Account minimum: $500,000
Main office
120 N Second Avenue, Suite 108
Ketchum ID 83340
Advisors at this office
2
Most active in
California · Colorado · Idaho · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robin R
Series 63
Ketchum, ID
Pacific Peak Advisors, LLC
Robin Robertson is a financial advisor with Pacific Peak Advisors, LLC, holding a Series 63 designation and with 41 years of industry experience. His work history includes roles at Trumark Financial, TLG Advisors, and The Leaders Group, Inc. Outside of advisory services, Robertson is the owner and president of RJR Insurance and Financial Services, an insurance agency specializing in life and health insurance. Pacific Peak Advisors serves individuals, high-net-worth clients, families, corporations, estates, and trusts by providing discretionary investment management and integrated financial planning. The firm employs an active, asset-allocation focused approach with diversified portfolios including equities, ETFs, mutual funds, and fixed income, tailoring strategies to clients’ profiles and investment plans.
Sean K
CFP®, Series 63, Series 65
Ketchum, ID
Pacific Peak Advisors, LLC
Sean Kovich is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Pacific Peak Advisors, LLC and has held roles at Trumark Financial and TLG Advisors, Inc. Outside of advising, he performs as a bass player in a 1990s cover band and volunteers as a firefighter in Sun Valley, Idaho. Pacific Peak Advisors serves individuals, families, corporations, estates, and trusts by providing discretionary investment management and integrated financial planning. The firm employs an active, asset-allocation centered approach with diversified portfolios tailored to each client’s written profile and investment plan.
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