Peter Eickelberg
Financial advisor at Able Financial Group, LLC · Scottsdale, AZ
Last updated 2026-10-10
Claim your profilePeter Eickelberg is a financial advisor at Able Financial Group, LLC in Scottsdale, AZ, CRD 3097256. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2006-04-25.
Registration
- CRD number
- 3097256
- Registration status
- Active
- IAPD registration
- 2006-04-25
- Industry Experience
- 20 years
- Work Experience
- 12 years
- States registered
- AZ
Licenses and exams
- Series 65
- Series 63
Designations
- CFP®
- Chartered Financial Analyst
Work history
- 2014-04 to 2020-05 · Alpha Fiduciary · Phoenix, AZ
- 2022-01 to 2023-01 · Wells Fargo Advisors Financial Network, LLC · Scottsdale, AZ
- 2020-09 to 2022-01 · Frontview Consulting, LLC · Phoenix, AZ
- 2020-11 to 2021-01 · Sur La Table · Scottsdale, AZ
- 2020-06 to 2020-08 · Trustbank · Phoenix, AZ
- 2023-01 to Present · Able Financial Group, LLC · Scottsdale, AZ
- 2023-01 to Present · Private Client Services · Scottsdale, AZ
Current employment
- Able Financial Group, LLC · Scottsdale, AZ
Able Financial Group, LLC
- Regulatory AUM
- $732,941,557
- Registered advisors
- 9
- Offices
- 1
- Clients per advisor
- 69.3 (Moderate)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 45.5% (Moderate)
Able Financial Group, LLC: advisors, services and reported ETF investments
About
Peter Eickelberg is a CFP®, Chartered Financial Analyst financial advisor at Able Financial Group, LLC in Scottsdale, AZ. Reported securities licenses include Series 65 and Series 63. The latest record indicates 20 years of industry experience and 12 years of reported work history.
Able Financial Group, LLC's firm-level Form ADV reports 9 advisors across 1 offices; approximately 69.3 clients per advisor, average assets per client of $1,174,586, and regulatory AUM of $732.9M; 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, and Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $374.5M across 100 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Peter Eickelberg personally.
Reported ETF positions
Able Financial Group reports 100 ETF positions worth $374.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| FBND — Fidelity Total Bond ETF | $36M |
| DFAC — Dimensional U.S. Core Equity 2 ETF | $30.8M |
| AVUV — Avantis U.S. Small Cap Value ETF | $21M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $15.3M |
| AVEM — Avantis Emerging Markets Equity ETF | $15.3M |
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
Able Financial Group'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 | $1.5M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $1.5M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | PYLD — PIMCO Multisector Bond Active Exchange-Traded Fund | $14.3M | Top 98.9% | Residual alpha +1.59% · Residual Sharpe 0.32 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $1.7M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
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 Able Financial Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
8737 E. Via de Commercio, Scottsdale, AZ 85258
9 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 480-258-6104
- Website: ablefinancialgroup.com
Official record
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