RIA Intel›Advisers›Colorado›PEACOCK FINANCIAL, LLC

PEACOCK FINANCIAL, LLC

Advisory

Data as of Jul 24, 2026 · Source: SEC Form ADV

Average account

$50K

across 2 accounts

AUM per adviser

$100K

1 adviser

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$100K

Discretionary %

100%

Clients

2

Employees

1

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$100K

Discretionary AUM$100K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

2 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CO

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

SLINGSHOT FINANCIAL LLC

$100K

CHAMPION CAPITAL LLC

GREENWOOD, CO

$100K

TERRANORTH INVESTMENT MANAGEMENT LLC

$91K

ARROIT SERVICES INC

$84K

SAVVLY ADVISOR, LLC

BOULDER, CO

$75K

TAILORED TAX AND WEALTH, LLC

$50K

Get the full picture on PEACOCK FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PEACOCK FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans