Peak Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
1% to 2% annually, negotiable based on account size and complexity
Commission-based compensation earned by affiliated insurance agents for insurance products sold separately from advisory fees.
Main office
750 SE Indian St.
Stuart FL 34997
Advisors at this office
2
Most active in
Florida · Texas
Also doing business as
Burleigh & Associates Inc. · Burleigh & Associates, LLC · Peak Capital Management
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
Quick links
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.
Donald B
Series 65
Stuart, FL
Peak Capital Management
Donald Burleigh is a Series 65-licensed financial advisor with Peak Capital Management, bringing 19 years of industry experience. He has been associated with Treasure Coast Financial Group, LLC since 2006 and has operated Burleigh and Associates, LLC DBA Peak Capital Management since 1993. Outside of advisory services, he is a managing member and licensed insurance agent at Treasure Coast Financial Group. Peak Capital Management serves individuals, trusts, estates, and business organizations with discretionary asset management, tax preparation, and estate-planning services. The firm employs a goal-setting approach to asset allocation, using fundamental and technical analysis, and may engage sub-advisers to manage portions of client assets.
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