Fee-only adviser · Lafayette, CA
Jackson Peak Capital LLC
Jackson Peak Capital LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Lafayette, California. On its latest Form ADV, filed July 15, 2026, it reports $2.9M in regulatory assets under management, 10 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 324352 |
| Office | 3540 Wilkinson Lane Suite 2 Lafayette, CA 94549 |
| Phone | (516) 270-7271 |
| Website | www.jacksonpeakcapital.com |
| Regulatory assets under management | $2.9M |
| Individual clients | 3 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lafayette
- Meridian Investment Counsel, Inc. $723M
- Garner Financial Management $153M
- Asage Financial LLC $28M
- Olympia Wealth Management $20M
- VG Financial Consulting, LLC Not reported
- Lloyd Tevis Investments, LLC $435K
See all 10 fee-only advisers in Lafayette →
Nearby
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- Walnut Creek 34 firms
- Moraga 4 firms
- Orinda 5 firms
- Alamo 5 firms
- Concord 4 firms
- Berkeley 10 firms
- Danville 11 firms
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