Updated:
Peakstone Financial Advisors
PEAKSTONE FINANCIAL ADVISORS is an SEC-registered investment adviser in Chevy Chase, MD, since 2015. The firm manages approximately $256 million in assets.
Peakstone Financial Advisors
PEAKSTONE FINANCIAL ADVISORS is an SEC-registered investment adviser in Chevy Chase, MD, since 2015. The firm manages approximately $256 million in assets. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Year founded
1993
Location
Region
North America
Country
United States
City
Chevy Chase
Corporate office
Chicago, IL, United States
Principals
Matthew V. Morano
President and CEO
Sector focus
Frequently asked questions
What is Peakstone Financial Advisors?
Peakstone Financial Advisors is a ria headquartered in Chevy Chase, United States.
When was Peakstone Financial Advisors founded?
Peakstone Financial Advisors was founded in 1993.
Where is Peakstone Financial Advisors headquartered?
Peakstone Financial Advisors is headquartered in Chevy Chase, United States, in the North America region.
What does Altss track for Peakstone Financial Advisors?
Altss maintains an OSINT-verified profile of Peakstone Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Peakstone Financial Advisors's website?
Peakstone Financial Advisors's public website is peakstone.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Peakstone Financial Advisors?
Peakstone Financial Advisors is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Peakstone Financial Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Peakstone Financial Advisors's Altss profile last updated?
Peakstone Financial Advisors's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: