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Periope, LC

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Client assets under management

$177,241,870

Clients

628

19% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

209

Very High

Average account size

$282,232

About

Periope, LC provides investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities, offering portfolio management, selection of third‑party managers, and pension consulting with participant education. The firm serves a relatively large client base — about 628 clients supported by three advisors — resulting in an unusually high client‑to‑advisor ratio.

Periope manages approximately $177 million in client assets on a largely non‑discretionary basis and emphasizes model portfolios built around mutual funds and ETFs, frequently implemented through SEI’s asset management and manager‑of‑managers programs, including a tax‑controlled program. The firm conducts ongoing monitoring of sub‑advisors and relies on third‑party managers to execute investment decisions, while using artificial intelligence tools for operational and client‑service tasks rather than for investment selection.

What is distinctive about Periope is its operational model: most advisory relationships are non‑discretionary and the firm typically recommends outside managers (with SEI often acting as custodian and program sponsor), with Periope receiving advisory compensation remitted through those programs. Its advisors are also licensed insurance agents who may sell commission‑based insurance products, and the firm provides a combination of manager‑selection, pension consulting, and participant education beyond traditional portfolio advice.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Tax-loss harvesting

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Fee options

Percentage

$1 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $7,500,000: 0.55% $7,500,001 - $10,000,000: 0.40% $10,000,001+: 0.25%

Commissions

Insurance agents affiliated with the firm earn commission-based compensation separate and in addition to advisory fees.

Main office location

Periope, LC

162 North 400 East, Bldg. A, Suite 201

St. George UT 84770, United States

Number of offices

1

Most active in

More info

Arizona · California · Nevada · New Mexico · Texas · Utah

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 435-634-9008

Advisors at this firm

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user avatar

Hunter G

Series 65

St. George, UT

Periope, LC

Hunter Gubler is a financial advisor at Periope, LC with four years of industry experience. He holds a Series 65 designation and has worked at Periope since 2021. His prior work includes roles outside the financial industry, such as positions with Idaho Drug and Pointe Pest Control, as well as service with the LDS Church. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily delivers non-discretionary portfolio management using model portfolios composed mainly of mutual funds and ETFs, supported by third-party sub-advisors and operational AI tools.

Wealth management Tax-loss harvesting
user avatar

Clayton H

Series 65

St. George, UT

Periope, LC

Clayton Horton is a financial advisor at Periope, LC in St. George, Utah, holding a Series 65 credential. He has been with Periope since 2025 and has prior experience at firms including Securitize Fund Services and MG Stover. Outside of finance, he is the owner and partner of Garage Space, an epoxy installation company. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily offers non-discretionary portfolio management using model portfolios composed mainly of mutual funds and ETFs, leveraging third-party sub-advisors and operational AI tools.

Wealth management Tax-loss harvesting
user avatar

Claude G

Series 63, Series 65

St. George, UT

Periope, LC

Claude Gubler is a financial advisor with Periope, LC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at 2 JC, LLC, Deloy Gubler Enterprises, LC, Heg Insurance, and CJ & G Holdings, LLC. Outside of advising, he is involved in residential home development and insurance sales, as well as building management through St. George Professional Development. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily delivers non-discretionary portfolio management using model portfolios composed largely of mutual funds and ETFs, leveraging third-party sub-advisors and SEI’s asset management platforms to support a high client-to-advisor ratio.

Wealth management Tax-loss harvesting
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