Donna Reaves is not listed as a control person, but directly owns between 5% and 10% of Old Peak Finance.
Old Peak Finance is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $714 million, as filed on 30 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8049046
- Firm
- Old Peak Finance · CRD 154804
- Role
- Member
- In role since
- April 2024 · 2 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Chapel Hill, NC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Donna Reaves work?
Donna Reaves has held the title Member at Old Peak Finance LLC since April 2024.
How can I verify Donna Reaves’ record?
Donna Reaves’ role is listed on Old Peak Finance LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 154804.
