RIA Intel›Advisers›North Carolina›CENTER PEAK FINANCIAL SERVICES, LLC

CENTER PEAK FINANCIAL SERVICES, LLC

Advisory

DURHAM, NC

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in NC
#471
of 516 advisers by AUM
Average account
$197K
across 332 accounts
AUM per adviser
$65M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$65M
Discretionary %
92.6%
Clients
115
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$65M
Discretionary AUM$61M
Non-Discretionary AUM$5M
Discretionary %92.6%
Total Clients115
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, NH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC
$66M
HOLLAND CAPITAL MANAGEMENT LLC
CHARLOTTE, NC
$65M
FORTUNE MANAGEMENT, LLC
RALEIGH, NC
$65M
-3.0% 1Y
MYERS CAPITAL MANAGEMENT LLC
CHARLOTTE, NC
$65M
+28.4% 1Y
TACKETT WEALTH MANAGEMENT, LLC
CARY, NC
$67M
PROFESSIONAL ADVISORY SERVICES, LLC
STATESVILLE, NC
$67M
-10.4% 1Y

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