otherRIA · CRD 170492SEC-Registered

Updated:

Stephen H. Peck Employee Benefits Solutions

Stephen H. Peck Employee Benefits Solutions is a boutique employee benefits advisory firm run by founder Stephen H. Peck, serving mid-market US employers.

Stephen H. Peck Employee Benefits Solutions

Stephen H. Peck founded the employee benefits solutions firm that operates under his name, though the exact founding year is not publicly confirmed. The firm positions itself as an independent advisor in the employee benefits space, distinct from large national brokers. Wealth origin is tied directly to Peck's professional career in benefits consulting, not inherited or investment-based. The firm's strategy centers on employee benefits advisory, including health plan design, compliance, and retirement plan consulting. It does not appear to manage investment capital or deploy direct equity. No named asset classes, portfolio companies, or co-investors are reported in public records. Geographic footprint appears limited to a single US location, though the exact city is not confirmed. Team size, additional offices, and adjacent vehicles like philanthropic foundations are not publicly documented. No recent operational events have been reported in the last 24 months that would inform current posture. The structural differentiator is a founder-led boutique model in employee benefits, offering personalized service versus the scale-driven approach of multibillion-dollar brokers. However, the firm's public footprint is minimal, limiting verifiable detail.

General information

Firm type

other

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Principals

Stephen H. Peck

Founder and Principal

Sector focus

Employee BenefitsInsurance Services

Frequently asked questions

Who runs investment decisions at Stephen H. Peck Employee Benefits Solutions?

The firm is led by founder Stephen H. Peck. It is an employee benefits advisory firm, not an investment manager; there are no public records of investment decision-making roles.

Does Stephen H. Peck Employee Benefits Solutions manage any investment capital?

No public evidence suggests the firm manages investment capital. The firm appears to operate as an employee benefits consultant and broker, not an asset manager or family office.

What types of benefits services does the firm provide?

The firm advises on employee benefits including group health insurance, retirement plans, and voluntary benefits for mid-market employers. It positions itself as an independent, founder-led alternative to national brokers.

Where does the underlying wealth come from for Stephen H. Peck?

Stephen H. Peck's wealth origin is professional — built through his career in employee benefits consulting and running his own firm. No inherited or investment-based wealth has been publicly reported.

Is Stephen H. Peck Employee Benefits Solutions related to any larger financial institution?

No public records indicate a corporate parent or affiliation with a larger broker, bank, or insurance company. The firm appears to operate independently.

Profile maintained by 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.

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