Old Peak Finance

CRD 154804 · Chapel Hill, NC · $714.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 154804
SEC number: 801-109968
Firm type: RIA
Assets under management: $714.1M as of May 28, 2026
Website: www.linkedin.com/company/9261431 ↗
Phone: 919 459 8181
Address: 100 Europa Drive, Chapel Hill, NC, 27517

Advisors at this firm

7 in our index · page 1 of 1

Alexandria JeterCRD 7480238 · Chapel Hill, NC

IA Registered
Audrey Elizabeth KayserCRD 8236646 · Chapel Hill, NC

IA Registered
Justin James MayCRD 6675368 · Chapel Hill, NC

IA Registered
James Grant MosherCRD 7068224 · Chapel Hill, NC

IA Registered
Daniel Alan RouthCRD 6062132 · Chapel Hill, NC

IA Registered
Erin Alguire VickeryCRD 6723556 · Chapel Hill, NC

IA RegisteredRegistration inactive
Theodore Richard WaechterCRD 1161662 · Chapel Hill, NC

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.