Lone Peak Advisers

Lone Peak Advisers, LLC is an investment advisory firm based in Draper, Utah, established in April 2018 by David William James. The firm offers investment supervisory and financial planning services to individuals, high net worth individuals, trusts, estates, 401(k)s, charitable organizations, and corporations. Clients receive continuous advice tailored to their individual needs, with account supervision based on factors like risk tolerance, time horizon, and investment objectives. Lone Peak Advisers may utilize internal or third-party asset managers for client portfolios and offers traditional financial planning services. The firm's investment strategy involves a combination of technical and fundamental analysis, focusing on ETFs, stocks, mutual funds, and variable annuity sub-accounts. As of December 2024, the firm managed approximately $119 million in discretionary assets. Clients are charged an annual fee based on assets under management, with additional fees for financial planning services. The firm does not participate in wrap fee programs and does not charge performance-based fees. Lone Peak Advisers operates as a fiduciary, acting in the best interests of its clients. Clients have the option for discretionary or non-discretionary portfolio management, and the firm does not vote on client securities.