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PEAKSTONE FINANCIAL ADVISORS

CHEVY CHASE, MD · CRD 127635 · IAPD ↗ · pfallc.com · 301-907-9790

$255.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — PEAKSTONE FINANCIAL ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — PLOTKIN FINANCIAL ADVISORS, LLC is now doing business as PEAKSTONE FINANCIAL ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2025 — PLOTKIN FINANCIAL ADVISORS, LLC reported RAUM up 27% ($174.9M -> $221.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.