Pacific Peak Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Pacific Peak Advisors reports 186 clients. They include 128 individual clients, 54 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 100.0% ($224M across 415 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 16% |
| High-net-worth individuals | 29% | 79% |
| Pension and profit-sharing plans | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 128 | $34.7M | 15.5% | $271K |
| High-net-worth individuals | 54 | $177M | 79.0% | $3.27M |
| Pension and profit-sharing plans | 4 | $12.2M | 5.4% | $3.04M |
| Total | 186 | $224M | 100% | $1.2M |
- Clients
- 128
- Regulatory AUM
- $34.7M
- AUM share
- 15.5%
- Avg. per client
- $271K
- Clients
- 54
- Regulatory AUM
- $177M
- AUM share
- 79.0%
- Avg. per client
- $3.27M
- Clients
- 4
- Regulatory AUM
- $12.2M
- AUM share
- 5.4%
- Avg. per client
- $3.04M
Total
- Clients
- 186
- Regulatory AUM
- $224M
- AUM share
- 100%
- Avg. per client
- $1.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Pacific Peak Advisors charges up to 1.00% a year for its Investment Management Fees and Compensation. The fee is billed in arrears and is negotiable.
Fee details and sources
Robin Robertson owns 75% or more of Pacific Peak Advisors. The leadership team of Pacific Peak Advisors includes Chief Investment Officer Sean Kovich and Chief Compliance Officer Robin Robertson. It has 2 employees.
Leadership
Robin RobertsonManaging Member and Chief Compliance Officer
Sean KovichChief Investment Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Pacific Peak Advisors, LLC
Robin Robertson
Control person · since April 2018
- Owns 10% to 25% of Pacific Peak Advisors, LLC
Sean Kovich
Control person · since April 2018
Pacific Peak Advisors’ regulatory assets grew Infinity× from $0 (July 2023) to $224M (June 2026); employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $224M | 186 | 2 | 1 |
| February 2025 | $207M | 171 | 2 | 1 |
| January 2024 | $187M | 216 | 2 | 1 |
| July 2023 | $0 | 0 | 2 | 1 |
Besides its headquarters, Pacific Peak Advisors has 0 offices, with 1 listed address in Idaho.
Idaho · 1 listed address
- 120 2nd Avenue, Suite 108, KetchumHQ
Contact and registration details
- Legal name
- Pacific Peak Advisors, LLC
- Headquarters
- 120 2nd Avenue, Suite 108, Ketchum, ID 83340
- Website
- pacificpeakadvisors.com
- Phone
- 949-737-2626
- SEC file
- 801-128225
- Structure
- Idaho LLC
- Fiscal year end
- December
Pacific Peak Advisors uses Fidelity ($215M) as custodian for its separately managed accounts. Pacific Peak Advisors does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $215M100%
At year end, Pacific Peak Advisors’ separately managed accounts were mostly in stocks (94%).
What the accounts hold
- Stocks94%
- Bonds3%
- Cash3%
How many clients does Pacific Peak Advisors have?
Pacific Peak Advisors has 186 clients and manages $224 million for them, as of June 2026. They include 128 individual clients, 54 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 June 2026
What services does Pacific Peak Advisors offer?
Pacific Peak Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Pacific Peak Advisors charge?
Pacific Peak Advisors charges up to 1.00% a year for its Investment Management Fees and Compensation. The fee is billed in arrears and is negotiable.
Source: PACIFIC PEAK ADVISORS, LLC FORM ADV 2A, filed 4 June 2026
Which custodians does Pacific Peak Advisors use?
Pacific Peak Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $215M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 June 2026
How many financial advisors does Pacific Peak Advisors have?
Pacific Peak Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pacific Peak Advisors invest in?
At the end of its last fiscal year, Pacific Peak Advisors’ separately managed accounts held 94% exchange-traded equities, 3% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pacific Peak Advisors?
Pacific Peak Advisors’ direct owners are Sean Kovich (10% to 25%) and Robin Robertson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 June 2026
How does Pacific Peak Advisors get paid?
Pacific Peak Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Pacific Peak Advisors registered with the SEC?
Yes, Pacific Peak Advisors has been registered with the SEC as an investment adviser since 26 June 2023. Its CRD number is 326711 and its SEC file number is 801-128225.
Source: Form ADV Part 1A, Item 1, filed 4 June 2026; IAPD firm record
How do I contact Pacific Peak Advisors?
Pacific Peak Advisors’ main office is at 120 2nd Avenue, Suite 108, Ketchum, ID 83340. Its phone number is 949-737-2626. Its website is pacificpeakadvisors.com.