Fee-only adviser · Lehi, UT
Lone Peak Capital Management, LLC
Lone Peak Capital Management, LLC is a fee-only investment adviser registered with the securities regulator of Utah, with its main office in Lehi, Utah. On its latest Form ADV, filed July 6, 2026, it reports $14M in regulatory assets under management, 23 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: Utah |
|---|---|
| Firm CRD number | 284298 |
| Office | 2901 Bluegrass Blvd Suite 200 Lehi, UT 84043 |
| Phone | (801) 855-5669 |
| Website | Not listed |
| Regulatory assets under management | $14M |
| Individual clients | 18 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 6, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Lehi
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- Tanara Wealth Management LLC $1.1B
- Provident Living Financial Services $158M
- Solidarity Wealth, LLC $704M
- R.o.i. $97M
- Switchpoint Financial Planning LLC $367M
See all 11 fee-only advisers in Lehi →
Nearby
- Draper 5 firms
- Bluffdale 1 firm
- Lindon 1 firm
- Alpine 2 firms
- Pleasant Grove 1 firm
- South Jordan 5 firms
- American Fork 1 firm
- Highland 1 firm
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