Grant Bugner
Financial advisor at Peak Asset Management, LLC · Louisville, CO
Last updated 2026-10-10
Claim your profileGrant Bugner is a financial advisor at Peak Asset Management, LLC in Louisville, CO, CRD 7306730. Licenses and exams on the registration: Series 65. IAPD registration began 2020-10-26.
Registration
- CRD number
- 7306730
- Registration status
- Active
- IAPD registration
- 2020-10-26
- Industry Experience
- 5 years
- Work Experience
- 15 years
- States registered
- CO, TX
Licenses and exams
- Series 65
Designations
- CFP®
Work history
- 2011-06 to 2018-02 · Molson Coors Brewing Company · Denver, CO
- 2018-02 to 2018-10 · Sabbatical · Sabattical, CO
- 2018-10 to 2018-12 · Newmont Mining · Greenwood Village, CO
- 2018-12 to 2020-10 · Mbe Worldwide/postnet/alphagraphics · Lakewood, CO
- 2020-10 to 2024-01 · Morganrosel Wealth Management, LLC · Highlands Ranch, CO
- 2024-01 to Present · Peak Asset Management, LLC · Louisville, CO
Current employment
- Peak Asset Management, LLC · Louisville, CO
Peak Asset Management, LLC
- Regulatory AUM
- $1,011,130,724
- Registered advisors
- 14
- Offices
- 4
- Clients per advisor
- 24.4 (Low)
- Average AUM per client
- $3M (Low)
- High-net-worth client ratio
- 62.9% (High)
Peak Asset Management, LLC: advisors, services and reported ETF investments
About
Grant Bugner is a CFP® financial advisor at Peak Asset Management, LLC in Louisville, CO. Reported securities licenses include Series 65. The latest record indicates 5 years of industry experience and 15 years of reported work history.
Peak Asset Management, LLC's firm-level Form ADV reports 14 advisors across 4 offices; approximately 24.4 clients per advisor, average assets per client of $2,956,523, and regulatory AUM of $1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $229.6M across 58 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Grant Bugner personally.
Reported ETF positions
Peak Asset Management reports 58 ETF positions worth $229.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BILS — State Street SPDR Bloomberg 3-12 Month T-Bill ETF | $22.3M |
| VGSH — Vanguard Short-Term Treasury ETF | $22.2M |
| AVUV — Avantis U.S. Small Cap Value ETF | $20.9M |
| RSP — Invesco S&P 500 Equal Weight ETF | $19.7M |
| PJP — Invesco Pharmaceuticals ETF | $16.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Peak Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $6.2M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $10.9M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | AVNM — Avantis All International Markets Equity ETF | $10.7M | Top 99.2% | Residual alpha +2.90% · Residual Sharpe 0.12 |
| Diversification Benefits | FLXR — TCW Flexible Income ETF | $361.1K | Top 94.7% | Replicability (R²) 80.1% · Residual Sharpe 0.34 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Peak Asset Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Lawyer or Law Firm
Location
1371 E. Hecla Drive, Louisville, CO 80027
13 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 303-926-0100
- Website: peakam.com
Official record
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