John Neal Mccorvie

Employer firm

Peak Asset Management, LLC CRD 106944

$1.01B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → 06/2020
  Peak Asset Management, Llc
  Louisville, CO
• 02/2018 → Present
  Peak Asset Management, Llc
  Louisville, CO
• 06/2020 → Present
  Peak Asset Management, Llc
  Louisville, CO

Previous Registrations

• 2005-12-21 → 2009-12-31
  Logrus Management, Llc
  Louisville, CO

Other Businesses

1. 06/2020- JOHN MCCORVIE IS A DIRECT, PARTIAL OWNER OF PEAK ASSET MANAGEMENT, LLC. 2021- 1371 HECLA AB, LLC. OWNER AND MANAGER. PERSONAL REAL ESTATE INVESTMENT. ENTITY OWNS BUILDING FOR PEAK ASSET MANAGEMENT OFFICES. NOT INVESTMENT RELATED. LESS THAN 5 HOURS/MONTH. 2. 1/30/2023, McCorvie Financial, LLC. Investment Related and dedicated to holding ownership in Peak. 1371 E Hecla Drive, Suite A, Louisville, CO 80027. Sole Owner, Member, and Manager. Business receives income from Peak Asset Management, pays taxes, and pays John McCorvie. 1-2 hours a month is dedicated to this role.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-10-21

Designations

• Chartered Financial Analyst