Peakstone Financial Advisors
Peakstone Financial Advisors is an SEC-registered mass-market adviser in Chevy Chase, MD with $255.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Peakstone Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127635, SEC 801-85168, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $255.9M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Chevy Chase, MD
- Employees
- 4
- Clients
- 319
- CRD
- 127635
- Ownership
- PLOTKIN, TERRI, REED; HEALY, MARY, BETH; PLOTKIN, SHIMSHON; HUNT, SARAH, JOSEPHINE; MURPHY, KRISTI, LEIGH
How much AUM does Peakstone Financial Advisors have?
Peakstone Financial Advisors reported $255.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Peakstone Financial Advisors?
Disclosed owners and executives of Peakstone Financial Advisors include PLOTKIN, TERRI, REED, HEALY, MARY, BETH, PLOTKIN, SHIMSHON, HUNT, SARAH, JOSEPHINE, MURPHY, KRISTI, LEIGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.