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PEACHCAP TAX & ADVISORY, LLC
CRD 158729File 801-107335
APPROVED
Retail clients
Disclosure events
Filing as of Feb 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$147.5M
Bottom 25% of cohort (national)
Discretionary AUM
$147.5M
Clients
248
598 accounts
Employees
4
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 1, 2016
- Principal office
- 550 PHARR RD., SUITE 700, ATLANTA, GA, 30305
- Phone
- 404-220-8958
- Website
- HTTP://WWW.PEACHCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.5M
- Discretionary AUM
- $147.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 598
- Non-discretionary accounts
- 0
- Total accounts
- 598
- AUM per client
- $595K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $63.1M |
| Pension and profit sharing plans | 11 | $12.5M |
| Individuals (other than high net worth individuals) | 178 | $71.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SHARES IN THIRD-PARTY ADVISER FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Mar 1, 2026 | Clients | 252 | 248 | decreased by4 |
| Mar 1, 2026 | AUM | $148,611,560 | $147,477,373 | decreased by$1,134,187 |
| Mar 1, 2026 | Accounts | 605 | 598 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 5 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 335 | 252 | decreased by83 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $122,427,960 | $148,611,560 | increased by$26,183,600 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 657 | 605 | decreased by52 |
| Feb 1, 2022 | Employees | 11 | 12 | increased by1 |
| Feb 1, 2022 | Disclosures | No | Yes | |
| Feb 1, 2022 | Custody | Yes | No | |
| Feb 1, 2022 | Clients | 291 | 335 | increased by44 |
| Feb 1, 2022 | AUM | $102,922,124 | $122,427,960 | increased by$19,505,836 |
| Feb 1, 2022 | Accounts | 587 | 657 | increased by70 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PEACHCAP TAX” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PEACHCAP TAX” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.