Peachcap Tax & Advisory, LLC
● SEC registered since 2016CRD 158729SEC# 801-107335Atlanta, GA
Reg. AUM
$147.5M
Employees
4
Accounts
598
Location
Atlanta, GA
About Peachcap Tax & Advisory
Peachcap Tax & Advisory is associated with IDEX Financial Group financial planning spanning retirement, estate, investment, insurance, tax, and lifestyle topics. It offers strategies tailored to client goals and guidance through life transitions.
Summary based on the firm’s website.
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 |
| Eric Steven Burnette Control | President/Ceo | 25-50% | 2020 |
| Joshua Wood Gregg Control | Cfo | 25-50% | 2018 |
Frequently 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, monthlyOct '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$147.5Mregulatory AUM
Discretionary $147.5M