Periope, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Periope, LC provides investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities, offering portfolio management, selection of third‑party managers, and pension consulting with participant education. The firm serves a relatively large client base — about 628 clients supported by three advisors — resulting in an unusually high client‑to‑advisor ratio.
Periope manages approximately $177 million in client assets on a largely non‑discretionary basis and emphasizes model portfolios built around mutual funds and ETFs, frequently implemented through SEI’s asset management and manager‑of‑managers programs, including a tax‑controlled program. The firm conducts ongoing monitoring of sub‑advisors and relies on third‑party managers to execute investment decisions, while using artificial intelligence tools for operational and client‑service tasks rather than for investment selection.
What is distinctive about Periope is its operational model: most advisory relationships are non‑discretionary and the firm typically recommends outside managers (with SEI often acting as custodian and program sponsor), with Periope receiving advisory compensation remitted through those programs. Its advisors are also licensed insurance agents who may sell commission‑based insurance products, and the firm provides a combination of manager‑selection, pension consulting, and participant education beyond traditional portfolio advice.
Client services
Expertise
Fee options
$1 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $7,500,000: 0.55% $7,500,001 - $10,000,000: 0.40% $10,000,001+: 0.25%
Insurance agents affiliated with the firm earn commission-based compensation separate and in addition to advisory fees.
Main office
162 North 400 East, Building A, Suite 201
St. George UT 84770
Advisors at this office
3
Most active in
Arizona · California · Nevada · New Mexico · Texas · Utah
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Hunter G
Series 65
St. George, UT
Periope, LLC
Hunter Gubler is a Series 65 licensed financial advisor with five years of industry experience, currently working at Periope, LLC since 2021. His prior work includes roles at Idaho Drug and various positions before entering the advisory field. Periope, LLC provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm emphasizes non-discretionary model portfolios utilizing mutual funds and ETFs, often implemented through SEI’s manager-of-managers programs, and supports a large client base with three advisors managing approximately $177 million in client assets.
Clayton H
Series 65
St. George, UT
Periope, LLC
Clayton Horton is a financial advisor at Periope, LC in St. George, Utah, holding a Series 65 credential. He has been with Periope since 2025 and has prior experience at firms including Securitize Fund Services and MG Stover. Outside of finance, he is the owner and partner of Garage Space, an epoxy installation company. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily offers non-discretionary portfolio management using model portfolios composed mainly of mutual funds and ETFs, leveraging third-party sub-advisors and operational AI tools.
Claude G
Series 63, Series 65
St. George, UT
Periope, LLC
Claude Gubler is a financial advisor with Periope, LC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at 2 JC, LLC, Deloy Gubler Enterprises, LC, Heg Insurance, and CJ & G Holdings, LLC. Outside of advising, he is involved in residential home development and insurance sales, as well as building management through St. George Professional Development. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily delivers non-discretionary portfolio management using model portfolios composed largely of mutual funds and ETFs, leveraging third-party sub-advisors and SEI’s asset management platforms to support a high client-to-advisor ratio.
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