Periope, LC provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Periope, LC reports 628 clients. They include 508 individual clients and 120 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $177M across 725 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 30% |
| High-net-worth individuals | 19% | 70% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 508 | $53.1M | 30.0% | $105K |
| High-net-worth individuals | 120 | $124M | 70.0% | $1.03M |
| Total | 628 | $177M | 100% | $282K |
- Clients
- 508
- Regulatory AUM
- $53.1M
- AUM share
- 30.0%
- Avg. per client
- $105K
- Clients
- 120
- Regulatory AUM
- $124M
- AUM share
- 70.0%
- Avg. per client
- $1.03M
Total
- Clients
- 628
- Regulatory AUM
- $177M
- AUM share
- 100%
- Avg. per client
- $282K
- 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
- 0
Periope, LC charges 0.25%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension Consulting
- Pension consulting uses the same annual asset schedule, from 1.00% down to 0.25%, is negotiable and is billed monthly in arrears.
Claude Gubler owns 75% or more of Periope, LC. The leadership team of Periope, LC includes Chief Compliance Officer Hunter Gubler. It has 3 employees.
Leadership
- Hunter GublerChief Compliance Officer
Claude GublerManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Periope, LC
Claude Gubler
Control person · since January 2006
Periope, LC’s regulatory assets grew from $125M (April 2024) to $177M (February 2026); clients rose from 404 to 628 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $177M | 628 | 3 | 1 |
| May 2025 | $152M | 440 | 2 | 1 |
| April 2024 | $125M | 404 | 2 | 1 |
Besides its headquarters, Periope, LC has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 162 North 400 East, BLDG. A, Suite 201, St. GeorgeHQ
Contact and registration details
- Legal name
- Periope, LC
- Headquarters
- 162 North 400 East, BLDG. A, Suite 201, St. George, UT 84770
- Website
- periope.com
- Phone
- 435-634-9008
- SEC file
- 801-130296
- Structure
- Utah LLC
- Fiscal year end
- December
Periope, LC uses SEI Investments ($177M) as custodian for its separately managed accounts. Periope, LC does not have custody of client assets.
- SEI InvestmentsSEI Investments Company · Oaks, PA · $177M100%
At year end, Periope, LC’s separately managed accounts were mostly in funds (82%).
What the accounts hold
- Stocks6%
- Funds82%
- Bonds3%
- Cash9%
How many clients does Periope, LC have?
Periope, LC has 628 clients and manages $177 million for them, as of February 2026. They include 508 individual clients and 120 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Periope, LC offer?
Periope, LC provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Periope, LC charge?
Periope, LC charges 0.25%–1.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Periope, LC use?
Periope, LC’s separately managed account assets are held at SEI Investments Company (Oaks, PA), with $177M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Periope, LC have?
Periope, LC has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Periope, LC invest in?
At the end of its last fiscal year, Periope, LC’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 6% exchange-traded equities and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Periope, LC?
Periope, LC’s direct owner is Claude Gubler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Periope, LC get paid?
Periope, LC 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
How do I contact Periope, LC?
Periope, LC’s main office is at 162 North 400 East, BLDG. A, Suite 201, St. George, UT 84770. Its phone number is 435-634-9008. Its website is periope.com.