Peninsula Asset Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Peninsula Asset Management provides individualized investment management to a range of private clients, including individuals, trusts, retirement plans, estates and charitable organizations, managing both discretionary and non-discretionary accounts. Portfolios are created and maintained using publicly traded equities, exchange-traded funds and fixed income securities, with occasional use of no-load mutual funds for smaller accounts.
The firm determines client objectives through personal interviews and tailors portfolios based on income needs, liquidity, time horizon and risk tolerance, employing both fundamental and technical analysis in security selection. Its equity approach emphasizes companies with consistent long-term growth in earnings and dividends while fixed income investments are used for current income and stability.
Distinctive features include acting as the portfolio manager for clients enrolled in wrap-fee programs—where clients transact through their broker and a portion of the wrap fee is paid to the firm—which is an uncommon arrangement for firms of this type. Peninsula also participates in an institutional custody program that provides operational benefits to the adviser, maintains a small advisor team overseeing roughly $284 million in assets, and conducts weekly Investment Policy Committee reviews.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.2% $1,000,001 - $2,000,000: 1.0% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.50% $4,000,001+: Negotiable
Account minimum: $250,000 Fee-only: Management fees only; no commissions or other fees charged by Peninsula
Main office
1111 Third Avenue West, Suite 340
Bradenton FL 34203
Advisors at this office
2
Most active in
California · Florida · Georgia · Louisiana · Missouri · North Carolina · 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 not 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.
-
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.
Advisors at this firm
Brian M
Series 63, Series 65
Bradenton, FL
Peninsula Asset Management Inc
Brian Miller is a financial advisor at Peninsula Asset Management Inc in Bradenton, FL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Creative Financial Design since 1986. Peninsula Asset Management, founded in 1982, provides individualized investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm combines fundamental and technical analysis to build equity and fixed-income portfolios, regularly reviews accounts, and serves as a portfolio manager in wrap fee programs.
Daniel C
CFP®, CFA®
Bradenton, FL
Peninsula Asset Management Inc
Daniel Chappie is a CFP® and CFA® with 21 years of industry experience. He has been with Peninsula Asset Management Inc in Bradenton, FL since 2004. Peninsula Asset Management, founded in 1982, provides individualized investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm combines fundamental and technical analysis to construct equity portfolios focused on sustained earnings and dividend growth, alongside fixed-income securities and ETFs for diversification.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")