Peachcap Tax & Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated February 17, 2026, reports $147M in regulatory assets under management, 4 employees, 2 offices, and 598 accounts.
Assets Under Management
$147M
Employees
4
Offices
2 offices
Total Clients
248
Primary office
ATLANTA, GA
550 PHARR RD., SUITE 700, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.8% of total clients.
Top client categories% of clientsClients
1
Individuals
71.8%
178
2
HNWI
23.8%
59
3
Pension Plans
4.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of February 17, 2026
Discretionary100.0%
$147M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$147M
Total Accounts598
10Y AUM Change+$45M (+44.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee62:1
10Y Employee Change-4 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.