Peachcap Tax & Advisory, LLC
● SEC registered since 2016CRD 158729SEC# 801-107335Atlanta, GA
Reg. AUM
$147.5M
Employees
4
Accounts
598
Location
Atlanta, GA
Peachcap Tax & Advisory, LLC assets under management
Peachcap Tax & Advisory, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2016. It reports $147.5 million in regulatory assets under management and employs 4 people.
Peachcap Tax & Advisory, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Steven Burnette Control | President/Cco | Under 5% | 2019 |
| Joshua Wood Gregg Control | Cfo | Under 5% | 2015 |
| Peachcap Incorporated Control | Owner | Over 75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Peachcap Tax & Advisory, LLC manage?
Peachcap Tax & Advisory, LLC reports $147.5 million in regulatory assets under management on its Form ADV.
How many employees does Peachcap Tax & Advisory, LLC have?
Peachcap Tax & Advisory, LLC reports 4 employees.
Where is Peachcap Tax & Advisory, LLC located?
Peachcap Tax & Advisory, LLC is based in Atlanta, GA and has been SEC-registered since 2016.
Does Peachcap Tax & Advisory, LLC disclose fund performance?
Peachcap Tax & Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 550 Pharr Rd., Suite 700, Atlanta, GA 30305 |
| Phone | 404-220-8958 |
| Fax | 678-909-0433 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$147.5M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$147.5Mregulatory AUM
Discretionary $147.5M