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AP
CFP
AP
CFP
Adam Charles Peak
Spc
18 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Spc
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,881 clients
Average Client Portfolio
$183K average
Assets Under Management
$5.7B
Fee Structure
Minimum Investment:
$10K
Financial Planning:
Investment management only
Minimum Annual Fee:
$25
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Location
325 W. Main St., Brighton, MI, 48116
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
August 2015
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Sigma Financial Corporation
Broker
June 2025 - Present · 8 mos
Spc
June 2025 - Present · 8 mos
Previous Registrations
Foguth Wealth Management, LLC.
November 2024 - June 2025 · 7 mos
Spc
January 2015 - November 2024 · 9 yrs 10 mos
Sigma Financial Corporation
Broker
December 2014 - November 2024 · 9 yrs 11 mos
Kalos Capital, INC.
Broker
November 2012 - December 2014 · 2 yrs 1 mo
Investacorp, INC.
Broker
October 2008 - November 2012 · 4 yrs 1 mo
Sigma Financial Corporation
Broker
August 2007 - October 2008 · 1 yr 2 mos
State Registrations
4 states
FL
KY
MI
SC
Advisor
Broker
Both
Exams
No exam information available for this advisor.