AdvisorCensus / Financial advisors / Peter Pesic & Co. Advisors
Peter Pesic & Co. Advisors
Filed as PETER PESIC & CO. ADVISORS · Legal name Peter Nikola Pesic
Peter Pesic & Co. Advisors is an SEC-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Peter Pesic & Co. Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Peter Pesic & Co. Advisors reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Is Peter Pesic & Co. Advisors registered with the SEC or a state?
Peter Pesic & Co. Advisors is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166198.
How much does Peter Pesic & Co. Advisors manage?
Peter Pesic & Co. Advisors reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.
How have Peter Pesic & Co. Advisors' assets and staff changed since 2021?
In the Form ADV data for Peter Pesic & Co. Advisors: Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Peter Pesic & Co. Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166198
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated February 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Peter Nikola Pesic
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (13 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $0 | 1 | October 1, 2026 |
| October 2025 | Not reported | 1 | December 6, 2024 |
| October 2024 | Not reported | 1 | December 13, 2023 |
| October 2023 | Not reported | 1 | December 6, 2022 |
| October 2022 | Not reported | 1 | December 7, 2021 |
| October 2021 | Not reported | 1 | January 19, 2021 |
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Peter Pesic & Co. Advisors (CRD 166198): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/peter-pesic-and-co-advisors-166198