# Ten Peaks Partners L.L.C.

> Ten Peaks Partners L.L.C. is an SEC-registered investment advisory firm in Clayton, MO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 169364
- Filed as: TEN PEAKS PARTNERS L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clayton, MO
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169364
- AdvisorCensus page: https://advisorcensus.com/firm/ten-peaks-partners-l-l-c-clayton-mo-169364

## Quick answers

**How is Ten Peaks Partners L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Ten Peaks Partners L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Ten Peaks Partners L.L.C. charge?**
Its Form ADV Part 2A brochure dated May 20, 2026 states: Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ten Peaks Partners L.L.C. located?**
Ten Peaks Partners L.L.C.'s principal office is in Clayton, MO, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ten Peaks Partners L.L.C. registered with the SEC or a state?**
Ten Peaks Partners L.L.C. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 169364.

**How much does Ten Peaks Partners L.L.C. manage?**
Ten Peaks Partners L.L.C. reports $108,601,957 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (0% discretionary).

**What types of clients does Ten Peaks Partners L.L.C. serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (24); high net worth individuals (3).

**Which custodians does Ten Peaks Partners L.L.C. use?**
Ten Peaks Partners L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Vanguard Group [Malvern, PA] as custodians holding 10% or more of its separately managed account assets.

**Does Ten Peaks Partners L.L.C. 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/169364

**Does Ten Peaks Partners L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated May 20, 2026 says: "TPP offers advisory services to Pension and profit sharing Plans , Individuals, and High Net Worth Individuals. There is no account minimum."

**What changed in Ten Peaks Partners L.L.C.'s recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated May 20, 2026)

- Account minimum: None

> TPP offers advisory services to Pension and profit sharing Plans , Individuals, and High Net Worth Individuals. There is no account minimum.

- Hourly rate: $250 an hour (financial planning services)

> The hourly fee for financial planning services is $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Vanguard Group [Malvern, PA]

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $108,601,957
- Discretionary: $0
- Non-discretionary: $108,601,957

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 3 | $14,766,095 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $93,835,862 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Austin, TX

### Websites listed on Form ADV (Item 1.I)
- [tenpeakspartners.com](https://tenpeakspartners.com)
- Facebook @TEN-PEAKS-PARTNERS-924200577595553
- LinkedIn @TEN-PEAKS-PARTNERS

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ten Peaks Partners L.L.C. (CRD 169364): Form ADV filing data as of October 2026.
