Peak Capital Management

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Client assets under management

$85,067,000

Clients

293

8% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

147

Very High

Average account size

$290,331

About

Peak Capital Management serves individuals, trusts, estates and business organizations and manages roughly $85.1 million for about 293 client relationships with two advisors. The firm provides discretionary asset management as its core offering and also delivers integrated tax preparation and estate‑planning services alongside ongoing portfolio monitoring and rebalancing.

The firm describes an educational, goal‑setting approach to constructing individualized asset allocations and uses fundamental and technical analysis with both long‑ and short‑term strategies as appropriate. Peak Capital may hire sub‑advisers to manage portions of client accounts and operates under a franchise agreement that results in the routine use of an affiliated sub‑adviser for some client assets.

Distinctive features include formal affiliations with insurance and retirement‑income entities: advisory personnel are licensed insurance agents tied to an affiliated insurance agency and the firm has ownership connections to entities in the Sound Income/retirement income network, which can create separate commission and referral incentives. Peak Capital also integrates estate planning through an online attorney network with fee‑sharing arrangements and offers tax preparation services, all of which the brochure discloses as potential conflicts of interest and describes in its policies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General tax planning Wealth management

Fee options

Percentage

1% to 2% annually, negotiable based on account size and complexity

Commissions

Commission-based compensation earned by affiliated insurance agents for insurance products sold separately from advisory fees.

Main office location

Peak Capital Management

750 Se Indian St.

Stuart FL 34997, United States

Number of offices

Most active in

Florida · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 772-334-9592

Advisors at this firm

Benjamin G

Series 66

Stuart, FL

Peak Capital Management

Benjamin Graybow is a financial advisor at Peak Capital Management with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of America, Merrill, Family Heritage Division Globe Life, and Aflac. Graybow is also an independent licensed insurance agent. Peak Capital Management provides investment advisory services to individuals, trusts, estates, and business organizations, offering discretionary portfolio management alongside estate planning and tax-preparation support. The firm serves several hundred client relationships with a focus on education, customized asset allocations, and ongoing portfolio monitoring.

General tax planning Wealth management

Donald B

Series 65

Stuart, FL

Peak Capital Management

Donald Burleigh is a Series 65 licensed advisor with 18 years of industry experience. He is a managing member and insurance agent at Treasure Coast Financial Group, LLC, and has been involved with Burleigh and Associates, LLC DBA Peak Capital Management since 1993. Peak Capital Management provides investment advisory services to individuals, trusts, estates, and business organizations, offering discretionary portfolio management along with estate planning and tax-preparation support. The firm serves several hundred client relationships with two advisors and employs an education-focused approach that includes in-house management, third-party sub-advisers, and integrated estate planning services.

General tax planning Wealth management

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