Justin J. May

OLD PEAK FINANCE

Chapel Hill, NC 27517

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CRD#: 6675368

Professional summary

Justin James May, CFP® is a registered financial advisor currently at OLD PEAK FINANCE located in Chapel Hill, North Carolina.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Justin has worked at 2 firms .

Question & Answer

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin James May's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

August 28, 2023 - Present

OLD PEAK FINANCE

Office #1: 100 Europa Drive Suite 410, Chapel Hill, NC 27517

RIA

CRD#: 154804

Chapel Hill, NC

Past

March 23, 2022 - August 29, 2023

TRIAD FINANCIAL ADVISORS, INC.

RIA

CRD#: 118583

GREENSBORO, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OLD PEAK FINANCE

OLD PEAK FINANCE | OLD PEAK FINANCE LLC

CRD#: 154804 / SEC#: 801-109968

RIA

Registered Investment Advisory firm - (2/14/2017 Approved)

North Carolina

Registered Investment Advisory firm - (2/17/2017 Terminated)

Texas

Registered Investment Advisory firm - (2/17/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(8/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

OLD PEAK FINANCE

OLD PEAK FINANCE | OLD PEAK FINANCE LLC

CRD#: 154804 / SEC#: 801-109968

RIA

Registered Investment Advisory firm - (2/14/2017 Approved)

North Carolina

Registered Investment Advisory firm - (2/17/2017 Terminated)

Texas

Registered Investment Advisory firm - (2/17/2017 Terminated)

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Contact information

Main Address

100 Europa Drive Suite 410, Chapel Hill, NC 27517

Mailing Address

Phone number

(919) 459-8181

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OLD PEAK FINANCE ADV PART 2A & 2B ANNUAL AMENDMENT 03.18.25 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	579
AUM (Assets Under Management)	$ 575,178,443

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Justin J. May

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin James May's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLD PEAK FINANCE

TRIAD FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

OLD PEAK FINANCE

State Registrations and Notice Filings

Exams

Current Firm

OLD PEAK FINANCE

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLD PEAK FINANCE

TRUST BUT VERIFY

Contact information

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