Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 48
Average Client Assets: $3.3 million
Frequently Asked Questions
PELTOMA CAPITAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325138), PELTOMA CAPITAL PARTNERS is subject to fiduciary duty under federal law.
PELTOMA CAPITAL PARTNERS serves 48 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, PELTOMA CAPITAL PARTNERS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PELTOMA CAPITAL PARTNERS manages $169 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, PELTOMA CAPITAL PARTNERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.55%
Average Client Assets: $3.3 million
Total Client Accounts: 73
Discretionary Accounts: 73
Regulatory Filings
CRD Number: 325138
Filing ID: 2073777
Last Filing Date: 2026-03-25 18:39:10