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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

REGENT PEAK WEALTH ADVISORS, LLC

CRD 298259

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8d7a9fa6-7b85-e3d4-766d-980f03165f38

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 10
On other graphs: 0
Observed: Mar 18, 2019 to Jun 11, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $786MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $786M
Private client RAUM: $718MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $87.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,611
Individual clients: 65
High net worth clients: 141
Custody, client assets: $123M
SEC number: 801-115021
CRD: 298259
Filings on the tape: 31
First filed: Mar 18, 2019
Latest filed: Jun 11, 2026
Organised: Limited Liability Company, DE
Website: regentpeakwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CRAIG NICHOLAS ROBSON	Certified Financial Planner	ATLANTA, GA	7	32	1	yes
KEVIN NICHOLAS MANNING	Certified Financial Planner	ATLANTA, GA	7	22	3	no
Nathan Ross Hoyt	Certified Financial Planner	ATLANTA, GA	7	20	2	no
CARMEN LEE LASTER	n/a	ATLANTA, GA	5	23	3	no
Emily Renae Raymond	n/a	ATLANTA, GA	5	10	1	no
Natalie Gallo	n/a	Atlanta, GA \| ATLANTA, GA	0	10	1	no
Riley Patrick Gessner	n/a	ATLANTA, GA	0	11	2	no
Alexander Alba	Certified Financial Planner	ATLANTA, GA	0	11	3	no
Solomon Austin Cohen	n/a	ATLANTA, GA	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Hoyt, Nathan, Ross	CHIEF INVESTMENT OFFICER	Na	yes	05/2019	May 22, 2019	Nov 21, 2024
LASTER, CARMEN, LEE	CHIEF COMPLIANCE OFFICER	Na	yes	03/2019	Mar 18, 2019	Nov 21, 2024
MANNING, KEVIN, NICHOLAS	CHIEF FINANCIAL OFFICER	A	yes	05/2019	May 22, 2019	Nov 21, 2024
RAYMOND, EMILY, RENAE	CHIEF OPERATING OFFICER	Na	yes	05/2019	May 22, 2019	Nov 21, 2024
ROBSON, CRAIG, NICHOLAS	FOUNDING PRINCIPAL/MANAGING DIRECTOR	E	yes	05/2019	May 3, 2019	Nov 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 12, 2026	$786M	$786M	10	7	n/a	n/a
2024	Mar 11, 2025	$706M	$706M	10	7	n/a	n/a
2023	Feb 29, 2024	$611M	$611M	10	7	n/a	n/a
2022	Mar 16, 2023	$532M	$532M	8	4	n/a	n/a
2021	Mar 11, 2022	$575M	$575M	8	4	n/a	n/a
2020	Mar 23, 2021	$424M	$424M	6	3	n/a	n/a
2019	Mar 27, 2020	$303M	$303M	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	1	3	11.1%	0	0	0	4	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$786M	$706M	11.3%	$532M	13.9%	10	10	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	5	May 7, 2019	Feb 18, 2021	ATLANTA, GA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (12)

← Solomon Austin CohenAdvisorregistration: current employment
May 29, 2026 to presentfactForm ADV
← Alexander AlbaAdvisorregistration: current employment
Mar 20, 2026 to presentfactForm ADV
← Riley Patrick GessnerAdvisorregistration: current employment
Mar 16, 2026 to presentfactForm ADV
← Natalie GalloAdvisorregistration: current employment
Oct 16, 2025 to presentfactForm ADV
← Emily Renae RaymondAdvisorregistration: current employment
Feb 18, 2021 to presentfactForm ADV
← CARMEN LEE LASTERAdvisorregistration: current employment
Feb 15, 2021 to presentfactForm ADV
← CRAIG NICHOLAS ROBSONAdvisorregistration: current employment
May 3, 2019 to presentfactForm ADV
← KEVIN NICHOLAS MANNINGAdvisorregistration: current employment
May 3, 2019 to presentfactForm ADV
← Nathan Ross HoytAdvisorregistration: current employment
May 3, 2019 to presentfactForm ADV
← Elias CristAdvisorregistration: previous registration
Apr 6, 2022 to Mar 6, 2026factForm ADV
← Robert Nicolas FazioAdvisorregistration: previous registration
Jul 25, 2023 to Aug 6, 2025factForm ADV
← ANDREW John COLASCIONEAdvisorregistration: previous registration
Aug 30, 2021 to Sep 1, 2021factForm ADV

Controls (5)

← ROBSON, CRAIG, NICHOLASOwnerFOUNDING PRINCIPAL/MANAGING DIRECTOR, ownership code E, individual
May 3, 2019 to Nov 21, 2024factForm ADV
← LASTER, CARMEN, LEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 18, 2019 to Nov 21, 2024factForm ADV
← MANNING, KEVIN, NICHOLASOwnerCHIEF FINANCIAL OFFICER, ownership code A, individual
May 22, 2019 to Nov 21, 2024factForm ADV
← Hoyt, Nathan, RossOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
May 22, 2019 to Nov 21, 2024factForm ADV
← RAYMOND, EMILY, RENAEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
May 22, 2019 to Nov 21, 2024factForm ADV

Moved with (1)

← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser5 advisors, team lift out
May 7, 2019 to Feb 18, 2021factForm ADV

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
Elias Crist left Regent Peak Wealth Advisors, Llc for Inlight Wealth (registered 2026-05-22)
Form ADVobserved 5 days ago
Occurred
Aug 6, 2025
Advisor changed firm
Robert Nicolas Fazio left Regent Peak Wealth Advisors, Llc for Chattahoochee Wealth (registered 2025-08-07)
Form ADVobserved 5 days ago
Occurred
Mar 11, 2022
Regulatory AUM changed
Regent Peak Wealth Advisors, Llc reported RAUM $574.9M, up 36% from $424.1M (2021-11-03 to 2022-03-11)
Form ADVobserved 5 days ago
$151M
Occurred
Mar 23, 2021
Regulatory AUM changed
Regent Peak Wealth Advisors, Llc reported RAUM $424.1M, up 40% from $302.6M (2020-11-12 to 2021-03-23)
Form ADVobserved 5 days ago
$122M
Occurred
May 22, 2019
Control person joined
Renae Emily Raymond (Chief Operating Officer) appeared on Schedule A of Regent Peak Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
May 22, 2019
Control person joined
Ross Nathan Hoyt (Chief Investment Officer) appeared on Schedule A of Regent Peak Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
May 22, 2019
Control person joined
Nicholas Kevin Manning (Chief Financial Officer) appeared on Schedule A of Regent Peak Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
May 3, 2019
Control person joined
Nicholas Craig Robson (Owner/Managing Director) appeared on Schedule A of Regent Peak Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
May 3, 2019
Control person left
Nmn Corey Kupfer (Managing Member) no longer on Schedule A of Regent Peak Wealth Advisors, Llc (listed 2019-03-26, absent 2019-05-03)
Form ADVobserved 5 days ago
Occurred
Mar 18, 2019
First Form ADV filing
Buckhead, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d7a9fa6-7b85-e3d4-766d-980f03165f38
First observed: Mar 18, 2019
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REGENT PEAK WEALTH ADVISORS, LLC

CRD 298259

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8d7a9fa6-7b85-e3d4-766d-980f03165f38

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CRAIG NICHOLAS ROBSON

Certified Financial Planner

ATLANTA, GA

yes

KEVIN NICHOLAS MANNING

Certified Financial Planner

ATLANTA, GA

Nathan Ross Hoyt

Certified Financial Planner

ATLANTA, GA

CARMEN LEE LASTER

n/a

ATLANTA, GA

Emily Renae Raymond

n/a

ATLANTA, GA

Natalie Gallo

n/a

Atlanta, GA | ATLANTA, GA

Riley Patrick Gessner

n/a

ATLANTA, GA

Alexander Alba

Certified Financial Planner

ATLANTA, GA

Solomon Austin Cohen

n/a

ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Hoyt, Nathan, Ross

CHIEF INVESTMENT OFFICER

yes

05/2019

May 22, 2019

Nov 21, 2024

LASTER, CARMEN, LEE

CHIEF COMPLIANCE OFFICER

yes

03/2019

Mar 18, 2019

Nov 21, 2024

MANNING, KEVIN, NICHOLAS

CHIEF FINANCIAL OFFICER

yes

05/2019

May 22, 2019

Nov 21, 2024

RAYMOND, EMILY, RENAE

CHIEF OPERATING OFFICER

yes

05/2019

May 22, 2019

Nov 21, 2024

ROBSON, CRAIG, NICHOLAS

FOUNDING PRINCIPAL/MANAGING DIRECTOR

yes

05/2019

May 3, 2019

Nov 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$786M

n/a

2024

Mar 11, 2025

$706M

n/a

2023

Feb 29, 2024

$611M

n/a

2022

Mar 16, 2023

$532M

n/a

2021

Mar 11, 2022

$575M

n/a

2020

Mar 23, 2021

$424M

n/a

2019

Mar 27, 2020

$303M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$786M

$706M

11.3%

$532M

13.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 7, 2019

Feb 18, 2021

ATLANTA, GA

Team lift out

Wirehouse to new firm

0.0%