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PEACHCAP TAX & ADVISORY, LLC
CRD 158729 · SEC 801-107335
550 PHARR RD., SUITE 700, ATLANTA, GA, 30305, United States
Phone
404-220-8958
Fax
678-909-0433
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.5M
Discretionary AUM
$147.5M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARES IN THIRD-PARTY ADVISER FEES
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $71.9M |
| High net worth individuals | 59 | $63.1M |
| Pension/profit sharing plans | 11 | $12.5M |
States served
CA, GA, IL, KS, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD