Overview
- Headquarters
- Chapel Hill, NC
- Total Firm Assets
- $714 million
- Average High-Net-Worth Client Portfolio Size
- $6.4 million
Fee Disclosure
Source: OLD PEAK FINANCE ADV PART 2A & 2B ANNUAL AMENDMENT 03.18.25 (2025-03-18)
· View brochure text
Latest filing: OLD PEAK FINANCE ADV PART 2A & 2B V.09.30.26 (2026-09-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $20,000,000 | 0.30% |
| $20,000,001 | and above | 0.05% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $3,000 | 0.30% |
| $5 million | $15,000 | 0.30% |
| $10 million | $30,000 | 0.30% |
| $50 million | $75,000 | 0.15% |
| $100 million | $100,000 | 0.10% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 96.05%
- Number of High-Net-Worth Clients
- 107
- Total Client Accounts
- 674
- Discretionary Accounts
- 560
- Non-Discretionary Accounts
- 114
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 154804
- OLD PEAK FINANCE ADV PART 2A & 2B V.09.30.26 (2026-09-30) · View brochure text
- OLD PEAK FINANCE ADV PART 2A & 2B ANNUAL AMENDMENT 03.18.25 (2025-03-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗