Unclaimed Profile

Geoffry Sean Eliason

PEAK CAPITAL MANAGEMENT, LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 24, Series 63, Series 65, Series 79TOCFPClean record12 years registeredPEAK CAPITAL MANAGEMENT, LLC

9250 EAST COSTILLA AVENUE, GREENWOOD VILLAGE, CO 80112CRD# 4904780Firm CRD# 141488

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Geoffry Sean Eliason · GREENWOOD VILLAGE, CO

Registration

CRD #4904780 · PEAK CAPITAL MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PEAK CAPITAL MANAGEMENT, LLC

PEAK CAPITAL MANAGEMENT, LLC

Sep 2013 – Sep 2021

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · September 3, 2013

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEAK CAPITAL MANAGEMENT, LLC

CRD 141488 · SEC 801-69009

AUM

$156M

Regulatory assets under management

Employees

354 client accounts

Services offered by PEAK CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEAK CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Geoffry Sean Eliason offer?

Geoffry Sean Eliason specializes in Financial Planning, Investment Management, Wealth Management.

What are Geoffry Sean Eliason's credentials?

Geoffry Sean Eliason holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Geoffry Sean Eliason located?

Geoffry Sean Eliason is based in GREENWOOD VILLAGE, Colorado, last registered with PEAK CAPITAL MANAGEMENT, LLC.

How does Geoffry Sean Eliason charge for services?

Geoffry Sean Eliason's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEAK CAPITAL MANAGEMENT, LLC?

PEAK CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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