A complete list of active advisors currently associated with Peak Horizons Capital

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

Peak Horizons Capital manages approximately $12.1 million on behalf of about 58 clients, primarily individuals (working professionals, retirees, and high‑net‑worth clients), and also serves trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management through six proprietary PeakActive Advisory strategies and provides separate, point‑in‑time consulting engagements for accounts not billed on an AUM basis. The firm follows a trend‑driven tactical asset management approach that combines technical and fundamental analysis to align allocations with longer‑term and intermediate‑term market trends while managing individual positions on a short‑term basis. Strategies are monitored daily, implemented under discretionary authority, and may use ETFs, ETNs (including leveraged/inverse products and cryptocurrency ETFs), fixed income, cash equivalents, and limited margin for short‑term trading. Compared with many small independent advisers, the brochure discloses performance‑related figures and publishes an “AdvisoryReport” newsletter and update videos discussing strategy results and market commentary. The firm also discloses material outside affiliations: certain supervised persons hold life and health insurance licenses (and may receive commission compensation in that separate capacity), one supervised person’s spouse is separately registered with another advisory firm, and the adviser maintains non‑advisory business activities, all of which are disclosed as potential conflicts of interest.

To learn more about the advisors currently working at Peak Horizons Capital, 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.