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| Keyboard |
| Peachcap Tax & Advisory LLC
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|---|---|
| CRD # | 158729 |
| SEC # | 801-107335 |
| CIK # | |
| AUM | 147.5 M (2026-02-17) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 404-220-8958 |
| Address | 550 Pharr Rd Atlanta, GA 30305 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 71.9 |
| (b) Individuals (high net worth individuals) | 59 | 63.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 12.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 598 | 147.5 |
| By Discretionary | ||
| Discretionary | 598 | 147.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 598 | 147.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.5 | |
| Total | 598 | 147.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Paller Financial Services Inc
✚
|
CO | 147.9 M |
|
GeoVest Advisors Inc
✚
|
NY | 147.9 M |
|
Fairfax Global Investment Management LLC
✚
|
147.7 M | |
|
Plan2Thrive Financial LLC
✚
|
IA | 147.5 M |
|
Stembrook Asset Management LLC
✚
|
NJ | 147.5 M |
|
Blue Bear Financial LLC
✚
|
147.4 M | |
|
Chelsea Advisory Services Inc
✚
|
NY | 147.4 M |
|
Horizon Wealth Investment Solutions LLC
✚
|
CO | 147.2 M |
|
Cross Border Financial Planning USA LLC
✚
|
PA | 147.2 M |
|
Entelevest LLC
✚
|
FL | 147.0 M |