LONE PEAK ADVISERS, LLC
Legal name: LONE PEAK ADVISERS
CRD #296772 SEC #801-127627 DRAPER, UT 801-855-8886
SEC Registered
Total AUM
$119M
Discretionary
$119M
Employees
8
Clients
26
Accounts
743
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MUNSON, BRETT, ALLEN | I | PRINCIPAL | NA | Control |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| MYERS, BRAD, JEDD | I | SUPERVISORY PRINCIPAL & CHIEF COMPLIANCE OFFICER | NA | |
| Olson, Tyler, Scott | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Olson, Tyler, Scott | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Olson, Tyler, Scott | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT, CCO & MANAGING MEMBER | E | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER | E | Control |
| JAMES, DAVID, WILLIAM | I | MANAGER/PRINCIPAL | E | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER | E | Control |
| JAMES, DAVID, WILLIAM | I | MANAGER/PRINCIPAL | E | Control |
| JAMES, DAVID, WILLIAM | I | MANAGER/PRINCIPAL | E | Control |
| JAMES, DAVID, WILLIAM | I | MANAGER/PRINCIPAL | E | Control |
| JAMES, DAVID, WILLIAM | I | MANAGER/PRINCIPAL | E | Control |
| JAMES, DAVID, WILLIAM | I | MANAGER/PRINCIPAL | E | Control |
| JAMES, DAVID, WILLIAM | I | MANAGER/PRINCIPAL | E | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT, CCO & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, CCO, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, CCO, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, CCO, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, CCO, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | MEMBER MANAGER | D | Control |
| JAMES, DAVID, WILLIAM | I | VICE PRESIDENT, SECRETARY, TREASURER | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER/CCO | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER/CCO | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER/CCO | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER/CCO | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER/CCO | D | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER | D | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | C | Control |
| HUDAK, TRAVIS, JOHN | I | PRESIDENT & MANAGING MEMBER | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER/NOT AN EMPLOYEE | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER/NOT AN EMPLOYEE | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER/NOT AN EMPLOYEE | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER/NOT AN EMPLOYEE | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER/NOT AN EMPLOYEE | C | Control |
| HUDAK, TRAVIS, JOHN | I | OWNER/NOT AN EMPLOYEE | C | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER | C | Control |
| JAMES, DAVID, WILLIAM | I | MANAGING MEMBER | C | Control |
| TOLOTTI, RICHARD, L | I | MEMBER MANAGER | C | Control |
| TOLOTTI, RICHARD, L | I | MANAGING MEMBER | C | Control |
| TOLOTTI, RICHARD, L | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Nov 19, 2025 REGISTERED
Notice Filings (12)
AZ CO FL IA ID KY MN OH PA TX UT VA
Address
11650 SOUTH STATE STREETSUITE 200
DRAPER, UT 84020-7150
United States
Phone: 801-855-8886